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
$717M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.29M
3
+$3.07M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.03M
5
CSGP icon
CoStar Group
CSGP
+$2.86M

Top Sells

1
+$4.79M
2
+$4.68M
3
+$3.17M
4
SYY icon
Sysco
SYY
+$2.93M
5
IP icon
International Paper
IP
+$2.88M

Sector Composition

1 Technology 16.14%
2 Financials 11.56%
3 Healthcare 11.36%
4 Communication Services 7.18%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.24M 0.73%
24,521
+1,663
52
$5.21M 0.73%
50,520
+3,162
53
$5.1M 0.71%
92,466
+3,453
54
$5.02M 0.7%
19,901
-499
55
$4.76M 0.66%
15,093
-10,053
56
$4.7M 0.66%
21,488
+1,142
57
$4.52M 0.63%
27,302
+1,045
58
$4.47M 0.62%
13,361
-1,751
59
$4.41M 0.62%
73,095
+2,735
60
$4.19M 0.58%
63,320
+945
61
$4.07M 0.57%
188,878
+3,527
62
$4.01M 0.56%
25,513
+1,849
63
$3.92M 0.55%
79,630
-1,742
64
$3.82M 0.53%
+30,395
65
$3.74M 0.52%
11,446
+9,388
66
$3.7M 0.52%
58,599
+4,736
67
$3.69M 0.51%
11,889
+699
68
$3.56M 0.5%
14,767
+135
69
$3.53M 0.49%
261,400
+203,800
70
$3.51M 0.49%
60,776
-5,324
71
$3.4M 0.47%
32,111
+2,512
72
$3.38M 0.47%
21,932
-550
73
$3.36M 0.47%
39,730
+33,830
74
$3.29M 0.46%
+9,131
75
$3.09M 0.43%
88,899
-4,109
1 2
3
4 5