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
$425M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.82M
3 +$1.44M
4
MET icon
MetLife
MET
+$1.27M
5
EMC
EMC CORPORATION
EMC
+$1.27M

Top Sells

1 +$3.27M
2 +$2.31M
3 +$1.46M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$698K
5
MSFT icon
Microsoft
MSFT
+$553K

Sector Composition

1 Technology 17.48%
2 Healthcare 13.84%
3 Industrials 11.94%
4 Financials 10.42%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-11,975