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
$487M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$6.9M
2 +$1.75M
3 +$957K
4
FDX icon
FedEx
FDX
+$432K
5
PFE icon
Pfizer
PFE
+$378K

Top Sells

1 +$1.53M
2 +$1.32M
3 +$483K
4
GILD icon
Gilead Sciences
GILD
+$403K
5
JNJ icon
Johnson & Johnson
JNJ
+$399K

Sector Composition

1 Healthcare 13.74%
2 Technology 12.02%
3 Industrials 11.39%
4 Financials 11.36%
5 Energy 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,000