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
$395M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$16.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.57%
2 Healthcare 11.11%
3 Technology 10.01%
4 Energy 7.53%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 0.96%
+46,575
27
$3.71M 0.94%
+126,627
28
$3.69M 0.94%
+114,394
29
$3.57M 0.9%
+18,041
30
$3.55M 0.9%
+94,038
31
$3.54M 0.9%
+121,205
32
$3.53M 0.9%
+32,553
33
$3.52M 0.89%
+32,455
34
$3.47M 0.88%
+52,297
35
$3.47M 0.88%
+39,053
36
$3.44M 0.87%
+50,429
37
$3.37M 0.85%
+335,640
38
$3.35M 0.85%
+28,112
39
$3.34M 0.85%
+47,320
40
$3.3M 0.84%
+43,113
41
$3.26M 0.83%
+34,475
42
$3.24M 0.82%
+93,093
43
$3.23M 0.82%
+27,654
44
$3.16M 0.8%
+222,865
45
$3.15M 0.8%
+28,186
46
$3.11M 0.79%
+40,928
47
$3.11M 0.79%
+33,209
48
$3.06M 0.78%
+28,717
49
$3M 0.76%
+23,574
50
$2.88M 0.73%
+33,314
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