BCM
BTR Capital Management Portfolio holdings
AUM
$641M
1-Year Return
9.05%
This Quarter Return
-2.22%
1 Year Return
-9.05%
3 Year Return
+35.09%
5 Year Return
+68.32%
10 Year Return
–
AUM
$500M
AUM Growth
-$10.9M
(-2.1%)
Cap. Flow
+$2.88M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
30.62%
Holding
153
New
2
Increased
43
Reduced
68
Closed
10
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$3.92M |
| 2 |
Walt Disney
DIS
|
$1.88M |
| 3 |
Procter & Gamble
PG
|
$1.34M |
| 4 |
Crown Castle
CCI
|
$1.06M |
| 5 |
American Water Works
AWK
|
$864K |
Top Sells
| 1 |
Apple
AAPL
|
$2.31M |
| 2 |
Microsoft
MSFT
|
$1.56M |
| 3 |
TJX Companies
TJX
|
$535K |
| 4 |
APA Corp
APA
|
$397K |
| 5 |
JPMorgan Chase
JPM
|
$383K |
Sector Composition
| 1 | Healthcare | 13.56% |
| 2 | Technology | 12.32% |
| 3 | Financials | 11.82% |
| 4 | Industrials | 10.84% |
| 5 | Communication Services | 8.47% |
