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
$452M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$6.06M
2 +$3.4M
3 +$2.45M
4
C icon
Citigroup
C
+$2.07M
5
MRK icon
Merck
MRK
+$1.46M

Top Sells

1 +$7.64M
2 +$3.96M
3 +$3.27M
4
AAPL icon
Apple
AAPL
+$1.89M
5
GILD icon
Gilead Sciences
GILD
+$1.23M

Sector Composition

1 Healthcare 15.06%
2 Technology 13.68%
3 Financials 10.95%
4 Communication Services 9.05%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,166
152
-2,730