BCM

BTR Capital Management Portfolio holdings

AUM $641M
1-Year Est. Return 9.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.61M
3 +$9.27M
4
MSFT icon
Microsoft
MSFT
+$8.85M
5
JNJ icon
Johnson & Johnson
JNJ
+$8.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.66%
2 Healthcare 13.56%
3 Energy 12.6%
4 Industrials 8.85%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.06%
+4,409
127
$200K 0.06%
+6,892
128
$30K 0.01%
+10,000