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
$832M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.07M
3
+$3.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.71M

Top Sells

1
+$4.44M
2
+$3.65M
3
+$3.35M
4
STLD icon
Steel Dynamics
STLD
+$3.15M
5
FNF icon
Fidelity National Financial
FNF
+$3.08M

Sector Composition

1 Technology 14.76%
2 Healthcare 11.97%
3 Financials 10.62%
4 Industrials 7.89%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.07M 1.09%
12,784
-215
27
$8.9M 1.07%
20,756
+2,932
28
$8.46M 1.02%
177,519
-29
29
$8.38M 1.01%
59,664
-498
30
$8.25M 0.99%
234,107
-7,203
31
$8.22M 0.99%
23,639
-1,851
32
$7.75M 0.93%
69,893
+3,293
33
$7.67M 0.92%
14,463
-3,429
34
$7.41M 0.89%
13,454
+710
35
$6.88M 0.83%
60,581
+1,765
36
$6.87M 0.83%
162,550
+2,120
37
$6.66M 0.8%
28,250
+1,338
38
$6.41M 0.77%
68,731
+3,308
39
$6.37M 0.77%
74,213
-8,279
40
$6.31M 0.76%
150,841
-5,453
41
$6.31M 0.76%
65,651
-4,777
42
$6.12M 0.74%
258,724
-4,698
43
$6.08M 0.73%
108,015
-39,315
44
$6.02M 0.72%
57,092
-4,359
45
$5.85M 0.7%
17,262
-260
46
$5.84M 0.7%
28,038
+1,602
47
$5.77M 0.69%
112,658
+432
48
$5.73M 0.69%
56,535
+1,713
49
$5.65M 0.68%
17,874
-1,665
50
$5.59M 0.67%
14,627
+2,750
1
2
3 4 5