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
$717M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.29M
3
+$3.07M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.03M
5
CSGP icon
CoStar Group
CSGP
+$2.86M

Top Sells

1
+$4.79M
2
+$4.68M
3
+$3.17M
4
SYY icon
Sysco
SYY
+$2.93M
5
IP icon
International Paper
IP
+$2.88M

Sector Composition

1 Technology 16.14%
2 Financials 11.56%
3 Healthcare 11.36%
4 Communication Services 7.18%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.96M 1.11%
172,049
+3,316
27
$7.83M 1.09%
131,439
+4,076
28
$7.82M 1.09%
108,678
+6,893
29
$7.8M 1.09%
133,690
+7,370
30
$7.47M 1.04%
60,211
-15,912
31
$7.35M 1.03%
152,192
-2,840
32
$7.25M 1.01%
43,870
+1,960
33
$7.04M 0.98%
67,701
+3,403
34
$6.95M 0.97%
267,429
+12,868
35
$6.65M 0.93%
168,669
+9,096
36
$6.57M 0.92%
34,376
-559
37
$6.48M 0.9%
30,904
-949
38
$6.41M 0.89%
46,265
+936
39
$6.24M 0.87%
59,732
-167
40
$6.1M 0.85%
77,028
+5,216
41
$6M 0.84%
19,258
+1,459
42
$5.96M 0.83%
115,123
+7,441
43
$5.82M 0.81%
134,962
+10,034
44
$5.7M 0.8%
60,564
+1,470
45
$5.52M 0.77%
166,200
+21,340
46
$5.43M 0.76%
27,143
+1,389
47
$5.42M 0.76%
54,050
+1,275
48
$5.39M 0.75%
22,275
+1,722
49
$5.34M 0.75%
173,760
+5,715
50
$5.31M 0.74%
36,563
+1,689
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