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

Top Buys

1 +$1.68M
2 +$1.64M
3 +$1.34M
4
ORCL icon
Oracle
ORCL
+$1.34M
5
EMC
EMC CORPORATION
EMC
+$1.25M

Top Sells

1 +$3.14M
2 +$2.4M
3 +$1.28M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$755K
5
MSFT icon
Microsoft
MSFT
+$535K

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