BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$2.85M
3
+$1.9M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.49M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.19M

Top Sells

1
+$5.94M
2
+$4.11M
3
+$1.68M
4
MAS icon
Masco
MAS
+$1.58M
5
DGX icon
Quest Diagnostics
DGX
+$914K

Sector Composition

1 Financials 13.43%
2 Healthcare 10.99%
3 Technology 10.62%
4 Industrials 7.18%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.36M 0.97%
33,140
+278
27
$5.36M 0.97%
129,764
-1,182
28
$5.27M 0.95%
108,760
+1,880
29
$5.2M 0.94%
53,962
-380
30
$5.17M 0.93%
165,522
-3,554
31
$4.93M 0.89%
44,352
-8,221
32
$4.81M 0.87%
72,477
+1,748
33
$4.63M 0.84%
103,766
-7,519
34
$4.59M 0.83%
34,728
+453
35
$4.58M 0.83%
67,849
+124
36
$4.58M 0.83%
82,562
-8,276
37
$4.57M 0.82%
119,499
-41,256
38
$4.48M 0.81%
36,799
-4,416
39
$4.43M 0.8%
313,410
+2,680
40
$4.39M 0.79%
66,625
+194
41
$4.3M 0.78%
33,164
+429
42
$4.2M 0.76%
51,962
-421
43
$4.12M 0.74%
129,355
-8,016
44
$4.11M 0.74%
46,566
-631
45
$4.08M 0.74%
54,556
+786
46
$4M 0.72%
31,392
-345
47
$3.93M 0.71%
50,662
+1,126
48
$3.92M 0.71%
36,279
+824
49
$3.75M 0.68%
72,241
+2,701
50
$3.73M 0.67%
110,585
-758
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