BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$2.85M
3
+$1.9M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.49M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.19M

Top Sells

1
+$5.94M
2
+$4.11M
3
+$1.68M
4
MAS icon
Masco
MAS
+$1.58M
5
DGX icon
Quest Diagnostics
DGX
+$914K

Sector Composition

1 Financials 13.43%
2 Healthcare 10.99%
3 Technology 10.62%
4 Industrials 7.18%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.67%
51,408
-244
52
$3.6M 0.65%
27,817
-310
53
$3.57M 0.65%
58,398
+1,014
54
$3.56M 0.64%
152,710
+3,370
55
$3.55M 0.64%
82,222
-608
56
$3.45M 0.62%
42,675
-76
57
$3.37M 0.61%
137,099
+2,518
58
$3.36M 0.61%
68,751
-614
59
$3.3M 0.6%
76,886
-476
60
$3.25M 0.59%
25,607
+468
61
$3.22M 0.58%
52,614
+758
62
$3.06M 0.55%
49,243
-279
63
$3.01M 0.54%
67,669
+1,188
64
$3M 0.54%
51,970
+961
65
$2.99M 0.54%
48,018
+2,175
66
$2.93M 0.53%
15,819
+459
67
$2.93M 0.53%
131,229
+23,010
68
$2.92M 0.53%
83,527
-567
69
$2.9M 0.52%
25,022
+367
70
$2.85M 0.52%
+36,018
71
$2.8M 0.51%
31,499
+505
72
$2.77M 0.5%
110,028
+2,802
73
$2.73M 0.49%
35,074
-196
74
$2.73M 0.49%
187,500
+3,015
75
$2.71M 0.49%
54,100
-479
1 2
3
4 5