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
$575M
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$614K
2 +$521K
3 +$500K
4
C icon
Citigroup
C
+$475K
5
INTC icon
Intel
INTC
+$472K

Top Sells

1 +$2.21M
2 +$1.44M
3 +$1.29M
4
ABT icon
Abbott
ABT
+$1.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$898K

Sector Composition

1 Healthcare 14%
2 Technology 13.25%
3 Financials 11.84%
4 Industrials 9.96%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,750