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
$413M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$7.65M
2 +$4.85M
3 +$3.24M
4
EOG icon
EOG Resources
EOG
+$2.42M
5
NVS icon
Novartis
NVS
+$2.21M

Top Sells

1 +$5.16M
2 +$5.04M
3 +$3.36M
4
WELL icon
Welltower
WELL
+$2.52M
5
OXY icon
Occidental Petroleum
OXY
+$1.83M

Sector Composition

1 Technology 17.47%
2 Healthcare 13.93%
3 Industrials 12.02%
4 Energy 9.6%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,600
152
-80,388