BCM

BTR Capital Management Portfolio holdings

AUM $641M
1-Year Est. Return 9.05%
This Quarter Est. Return
1 Year Est. Return
-9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$9.17K

Top Sells

1
+$52.8K
2
+$22.5K
3
+$3.69K

Sector Composition

1 Healthcare 15.33%
2 Technology 13.04%
3 Energy 10.25%
4 Industrials 10.04%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.35M 1.65%
170,292
27
$6.95M 1.56%
98,383
28
$6.87M 1.54%
215,225
29
$6.83M 1.53%
103,068
30
$6.49M 1.46%
69,057
31
$6.21M 1.39%
268,664
32
$6.14M 1.38%
174,539
33
$5.83M 1.31%
461,532
34
$5.79M 1.3%
66,304
35
$5.33M 1.2%
126,150
36
$5.03M 1.13%
60,839
37
$4.77M 1.07%
100,005
38
$4.25M 0.95%
71,402
39
$3.96M 0.89%
30,810
40
$3.86M 0.87%
87,208
41
$3.76M 0.84%
27,618
42
$3.5M 0.79%
55,506
43
$3.34M 0.75%
75,666
44
$3.11M 0.7%
28,471
45
$2.81M 0.63%
91,634
46
$2.78M 0.62%
28,773
47
$2.44M 0.55%
20,291
48
$2.42M 0.54%
46,463
49
$2.25M 0.5%
15,845
50
$2.18M 0.49%
50,904
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