BCM

BTC Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.07M
3
+$3.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.71M

Top Sells

1
+$4.44M
2
+$3.65M
3
+$3.35M
4
STLD icon
Steel Dynamics
STLD
+$3.15M
5
FNF icon
Fidelity National Financial
FNF
+$3.08M

Sector Composition

1 Technology 14.76%
2 Healthcare 11.97%
3 Financials 10.62%
4 Industrials 7.89%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-20,000
252
– –
-4,312
253
– –
-62,950
254
– –
-1,636
255
– –
-4,630
256
– –
-9,138
257
– –
-4,435
258
– –
-10,006
7 8 9 10
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