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
$480M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.31M
3
+$2.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.69M
5
MAS icon
Masco
MAS
+$2.68M

Top Sells

1
+$6.35M
2
+$5.87M
3
+$3.67M
4
CI icon
Cigna
CI
+$3.63M
5
F icon
Ford
F
+$3.4M

Sector Composition

1 Financials 13.63%
2 Healthcare 12.18%
3 Technology 10.43%
4 Industrials 6.98%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.82M 1%
42,879
+329
27
$4.8M 1%
119,440
-3,260
28
$4.65M 0.97%
53,502
+417
29
$4.65M 0.97%
54,919
+2,869
30
$4.56M 0.95%
108,880
+21,440
31
$4.55M 0.95%
65,475
-17,399
32
$4.53M 0.94%
85,424
-2,495
33
$4.24M 0.88%
133,670
+10,200
34
$4.19M 0.87%
139,145
+43,909
35
$4.18M 0.87%
37,654
-4,522
36
$4.01M 0.83%
106,290
+6,689
37
$4M 0.83%
38,399
+25,819
38
$3.98M 0.83%
35,124
-4,445
39
$3.98M 0.83%
123,669
+8,026
40
$3.91M 0.81%
37,461
+2,528
41
$3.85M 0.8%
39,737
+1,675
42
$3.85M 0.8%
53,345
-5,194
43
$3.81M 0.79%
86,124
+3,637
44
$3.75M 0.78%
58,634
-24,104
45
$3.73M 0.78%
57,951
-11,169
46
$3.67M 0.76%
42,063
+6,103
47
$3.66M 0.76%
385,920
-69,400
48
$3.62M 0.75%
25,479
+1,829
49
$3.57M 0.74%
40,208
+2,789
50
$3.57M 0.74%
43,704
-5,636
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