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
$886M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$6.28M
2 +$5.5M
3 +$4.17M
4
NEM icon
Newmont
NEM
+$4.16M
5
V icon
Visa
V
+$3.24M

Sector Composition

1 Technology 15.9%
2 Healthcare 14.42%
3 Financials 11.45%
4 Industrials 8.77%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-741
177
-937