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
$480M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.31M
3
+$2.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.69M
5
MAS icon
Masco
MAS
+$2.68M

Top Sells

1
+$6.35M
2
+$5.87M
3
+$3.67M
4
CI icon
Cigna
CI
+$3.63M
5
F icon
Ford
F
+$3.4M

Sector Composition

1 Financials 13.63%
2 Healthcare 12.18%
3 Technology 10.43%
4 Industrials 6.98%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.72%
58,628
-7,829
52
$3.48M 0.72%
43,112
-40,077
53
$3.45M 0.72%
49,893
+4,088
54
$3.45M 0.72%
78,583
+7,582
55
$3.41M 0.71%
79,262
-5,390
56
$3.35M 0.7%
49,984
+4,581
57
$3.33M 0.69%
69,953
+2,460
58
$3.31M 0.69%
+165,505
59
$3.29M 0.69%
176,865
-52,785
60
$3.15M 0.66%
61,264
+4,197
61
$3.15M 0.65%
27,706
-4,495
62
$3.09M 0.64%
73,834
+6,578
63
$3.07M 0.64%
54,278
+3,529
64
$2.97M 0.62%
38,205
+3,224
65
$2.86M 0.6%
45,286
+10,927
66
$2.86M 0.59%
+53,306
67
$2.81M 0.59%
70,933
+6,133
68
$2.79M 0.58%
35,431
+3,508
69
$2.77M 0.58%
27,746
-24,529
70
$2.75M 0.57%
159,560
+13,090
71
$2.69M 0.56%
83,771
-17,022
72
$2.69M 0.56%
111,993
-15,648
73
$2.68M 0.56%
+78,054
74
$2.68M 0.56%
30,913
-5,537
75
$2.67M 0.56%
83,926
+7,053
1 2
3
4 5