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
$627M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.28M
3
+$2.02M
4
USB icon
US Bancorp
USB
+$1.49M
5
BA icon
Boeing
BA
+$1.12M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.84M
4
DGX icon
Quest Diagnostics
DGX
+$1.83M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.51M

Sector Composition

1 Financials 13.68%
2 Technology 11.19%
3 Healthcare 10.01%
4 Consumer Discretionary 7.05%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.28M 1%
16,460
+2,934
27
$6.12M 0.98%
49,908
+2,308
28
$6.11M 0.97%
64,856
+6,815
29
$6.09M 0.97%
112,867
+16,926
30
$6.01M 0.96%
55,774
+2,540
31
$5.96M 0.95%
64,830
+6,573
32
$5.87M 0.94%
21,439
-812
33
$5.84M 0.93%
49,876
-632
34
$5.75M 0.92%
96,964
+6,286
35
$5.73M 0.91%
13,424
+488
36
$5.66M 0.9%
20,961
+8,435
37
$5.48M 0.87%
67,814
+5,075
38
$5.27M 0.84%
130,860
-1,150
39
$5.11M 0.81%
57,797
+312
40
$5.02M 0.8%
114,592
+11,457
41
$4.99M 0.8%
210,871
+104,266
42
$4.98M 0.79%
165,290
-2,760
43
$4.94M 0.79%
58,358
+2,119
44
$4.71M 0.75%
23,903
+1,353
45
$4.64M 0.74%
58,431
+3,355
46
$4.61M 0.74%
17,337
+29
47
$4.55M 0.73%
175,890
+5,700
48
$4.39M 0.7%
60,586
+2,832
49
$4.32M 0.69%
53,621
+3,899
50
$4.29M 0.68%
42,657
+1,286
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