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
$395M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$16.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.57%
2 Healthcare 11.11%
3 Technology 10.01%
4 Energy 7.53%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.73%
+62,045
52
$2.87M 0.73%
+49,550
53
$2.85M 0.72%
+23,292
54
$2.79M 0.71%
+42,854
55
$2.77M 0.7%
+68,681
56
$2.77M 0.7%
+54,155
57
$2.75M 0.7%
+44,760
58
$2.7M 0.68%
+52,101
59
$2.7M 0.68%
+96,231
60
$2.64M 0.67%
+40,988
61
$2.61M 0.66%
+52,953
62
$2.6M 0.66%
+75,960
63
$2.59M 0.66%
+68,837
64
$2.57M 0.65%
+49,090
65
$2.55M 0.65%
+100,314
66
$2.51M 0.64%
+49,262
67
$2.5M 0.63%
+46,757
68
$2.5M 0.63%
+38,795
69
$2.49M 0.63%
+37,505
70
$2.45M 0.62%
+39,076
71
$2.43M 0.62%
+74,356
72
$2.42M 0.61%
+61,979
73
$2.4M 0.61%
+47,118
74
$2.39M 0.61%
+41,166
75
$2.35M 0.6%
+28,723
1 2
3
4 5