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
$586M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$24.1M
3
+$18.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$17.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.2M

Top Sells

1
+$3.62M
2
+$2.68M
3
+$1.63M
4
BLK icon
Blackrock
BLK
+$1.61M
5
MA icon
Mastercard
MA
+$1.6M

Sector Composition

1 Financials 13.99%
2 Technology 11.71%
3 Healthcare 10.04%
4 Consumer Discretionary 8.04%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.01%
188,301
-19,374
27
$5.88M 1%
97,520
+16,240
28
$5.86M 1%
57,794
-6,285
29
$5.85M 1%
+52,748
30
$5.77M 0.98%
50,614
-6,137
31
$5.67M 0.97%
135,475
-21,166
32
$5.66M 0.97%
32,100
-578
33
$5.45M 0.93%
47,435
+3,297
34
$5.39M 0.92%
63,415
-6,979
35
$4.99M 0.85%
56,693
-6,652
36
$4.95M 0.85%
44,319
+3,050
37
$4.87M 0.83%
63,217
-984
38
$4.86M 0.83%
19,871
-4,230
39
$4.81M 0.82%
49,977
-3,580
40
$4.76M 0.81%
120,652
-16,640
41
$4.64M 0.79%
49,074
-10,302
42
$4.57M 0.78%
16,918
-509
43
$4.4M 0.75%
178,360
+9,760
44
$4.34M 0.74%
93,295
-26,429
45
$4.33M 0.74%
71,058
-5,299
46
$4.23M 0.72%
66,295
-3,975
47
$4.19M 0.72%
323,367
48
$4.19M 0.72%
50,828
-8,766
49
$4.12M 0.7%
41,588
-7,829
50
$4.12M 0.7%
177,510
-15,915
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