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
$1.09B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$45.7M
3
+$39M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.64%
2 Financials 11.61%
3 Healthcare 8.54%
4 Consumer Discretionary 7.99%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.11%
+69,651
27
$11.9M 1.09%
+14,317
28
$11.1M 1.01%
+70,236
29
$11M 1%
+284,880
30
$10.9M 0.99%
+115,426
31
$10.7M 0.97%
+41,786
32
$10.4M 0.95%
+179,095
33
$10.4M 0.95%
+207,471
34
$9.91M 0.91%
+30,925
35
$9.82M 0.9%
+74,414
36
$9.74M 0.89%
+224,642
37
$9.63M 0.88%
+59,125
38
$9.54M 0.87%
+23,236
39
$9.32M 0.85%
+18,463
40
$9.19M 0.84%
+57,519
41
$9.05M 0.83%
+69,492
42
$9.04M 0.83%
+13,907
43
$8.59M 0.79%
+114,135
44
$8.43M 0.77%
+131,907
45
$8.41M 0.77%
+105,469
46
$8.26M 0.76%
+81,488
47
$7.88M 0.72%
+13,565
48
$7.85M 0.72%
+30,806
49
$7.83M 0.72%
+15,822
50
$7.65M 0.7%
+14,627
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