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BCM

BTC Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.56M
3
+$2.75M
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$2.28M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.09M

Top Sells

1
+$4.43M
2
+$3.15M
3
+$2.63M
4
OVV icon
Ovintiv
OVV
+$2.59M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.87M

Sector Composition

1 Technology 16.95%
2 Healthcare 10.51%
3 Financials 9.54%
4 Industrials 7.16%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$202K 0.02%
6,332
-2,365
227
$201K 0.02%
2,958
-319
228
$200K 0.02%
1,650
-613
229
$127K 0.01%
2,785
-1,596
230
$121K 0.01%
12,000
231
$90.4K 0.01%
3,333
232
– –
-5,347
233
– –
-2,172
234
– –
-3,751
235
– –
-4,976
236
– –
-25,362
237
– –
-16,968
238
– –
-1,927
239
– –
-18,234
240
– –
-7,543
241
– –
-3,655
242
– –
-7,595
243
– –
-1,247
244
– –
-4,380
245
– –
-5,300
246
– –
-3,165
247
– –
-3,333
248
– –
-19,765
249
– –
-2,606
250
– –
-51,003
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10
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