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
$586M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$24.1M
3
+$18.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$17.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.2M

Top Sells

1
+$3.62M
2
+$2.68M
3
+$1.63M
4
BLK icon
Blackrock
BLK
+$1.61M
5
MA icon
Mastercard
MA
+$1.6M

Sector Composition

1 Financials 13.99%
2 Technology 11.71%
3 Healthcare 10.04%
4 Consumer Discretionary 8.04%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.7%
38,076
-1,622
52
$4.08M 0.7%
41,339
-2,611
53
$3.96M 0.68%
14,869
-2,640
54
$3.91M 0.67%
83,818
-3,488
55
$3.81M 0.65%
50,908
+1,876
56
$3.64M 0.62%
20,140
-9,037
57
$3.62M 0.62%
107,423
-11,185
58
$3.57M 0.61%
97,516
-17,810
59
$3.53M 0.6%
14,648
+574
60
$3.47M 0.59%
65,759
-13,150
61
$3.45M 0.59%
23,342
-3,702
62
$3.4M 0.58%
44,033
-6,940
63
$3.38M 0.58%
20,610
+50
64
$3.36M 0.57%
61,881
-6,221
65
$3.33M 0.57%
82,000
-5,726
66
$3.31M 0.57%
36,169
-10,608
67
$3.28M 0.56%
42,953
-10,253
68
$3.27M 0.56%
+25,865
69
$3.18M 0.54%
114,399
+34,466
70
$3.11M 0.53%
21,379
-3,732
71
$3.11M 0.53%
46,012
-11,558
72
$3.08M 0.53%
31,297
-5,611
73
$2.96M 0.51%
+53,648
74
$2.85M 0.49%
50,200
-2,276
75
$2.85M 0.49%
74,850
-3,035
1 2
3
4 5