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
$446M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$9.17K

Top Sells

1
+$52.8K
2
+$22.5K
3
+$3.69K

Sector Composition

1 Healthcare 15.33%
2 Technology 13.04%
3 Energy 10.25%
4 Industrials 10.04%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$190K 0.04%
2,990
152
$186K 0.04%
18,162
153
$136K 0.03%
10,200
154
$132K 0.03%
6,800
155
$116K 0.03%
11,000
156
$11K ﹤0.01%
15,000
+12,500
3 4 5 6
7