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
$536M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.71M
3
+$2.44M
4
GD icon
General Dynamics
GD
+$2.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.91M

Top Sells

1
+$3.91M
2
+$3.89M
3
+$2.26M
4
FISV
Fiserv Inc
FISV
+$2.01M
5
HCA icon
HCA Healthcare
HCA
+$1.04M

Sector Composition

1 Financials 14.12%
2 Technology 10.58%
3 Healthcare 10.53%
4 Industrials 6.83%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.72%
47,197
-4,814
52
$3.78M 0.7%
35,455
-2,765
53
$3.59M 0.67%
69,540
-3,691
54
$3.57M 0.67%
82,830
+608
55
$3.51M 0.65%
42,751
+393
56
$3.43M 0.64%
77,362
+171
57
$3.38M 0.63%
49,522
-6,453
58
$3.37M 0.63%
51,652
-1,640
59
$3.36M 0.63%
51,009
+477
60
$3.32M 0.62%
184,485
+8,595
61
$3.31M 0.62%
57,384
-34,788
62
$3.27M 0.61%
149,340
+17,180
63
$3.27M 0.61%
69,365
-4,883
64
$3.17M 0.59%
134,581
-12,950
65
$3.15M 0.59%
51,856
-381
66
$3.03M 0.56%
25,139
+627
67
$2.98M 0.55%
84,094
-3,064
68
$2.92M 0.54%
70,892
+14,380
69
$2.88M 0.54%
35,270
-5,051
70
$2.85M 0.53%
66,481
-2,581
71
$2.75M 0.51%
24,655
-614
72
$2.58M 0.48%
107,226
+4,851
73
$2.56M 0.48%
68,040
-1,416
74
$2.53M 0.47%
24,845
+1,976
75
$2.52M 0.47%
15,360
+659
1 2
3
4 5