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
$627M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.28M
3
+$2.02M
4
USB icon
US Bancorp
USB
+$1.49M
5
BA icon
Boeing
BA
+$1.12M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.84M
4
DGX icon
Quest Diagnostics
DGX
+$1.83M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.51M

Sector Composition

1 Financials 13.68%
2 Technology 11.19%
3 Healthcare 10.01%
4 Consumer Discretionary 7.05%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.29M 0.68%
39,228
-1,521
52
$4.25M 0.68%
71,540
+1,365
53
$4.21M 0.67%
88,024
+2,502
54
$4.12M 0.66%
227,883
+10,355
55
$4.1M 0.65%
48,759
+9,790
56
$4.05M 0.65%
120,992
+940
57
$4.01M 0.64%
84,174
+42,299
58
$3.9M 0.62%
15,806
+24
59
$3.85M 0.61%
21,180
+2,635
60
$3.83M 0.61%
50,278
+382
61
$3.81M 0.61%
40,961
-1,206
62
$3.78M 0.6%
311,503
63
$3.73M 0.59%
33,632
+4,360
64
$3.73M 0.59%
85,648
+5,915
65
$3.65M 0.58%
19,538
-678
66
$3.63M 0.58%
21,687
-220
67
$3.62M 0.58%
34,763
-1,961
68
$3.45M 0.55%
22,088
+1,358
69
$3.43M 0.55%
80,548
+2,608
70
$3.41M 0.54%
85,301
+9,409
71
$3.28M 0.52%
73,033
+4,277
72
$3.28M 0.52%
36,085
+1,780
73
$3.25M 0.52%
48,813
+1,285
74
$3.23M 0.52%
82,123
+6,107
75
$3.2M 0.51%
114,488
+7,168
1 2
3
4 5