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
$832M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.07M
3
+$3.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.71M

Top Sells

1
+$4.44M
2
+$3.65M
3
+$3.35M
4
STLD icon
Steel Dynamics
STLD
+$3.15M
5
FNF icon
Fidelity National Financial
FNF
+$3.08M

Sector Composition

1 Technology 14.76%
2 Healthcare 11.97%
3 Financials 10.62%
4 Industrials 7.89%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.52M 0.66%
53,648
+1,534
52
$5.33M 0.64%
36,137
+549
53
$5M 0.6%
23,342
-631
54
$4.98M 0.6%
109,438
+6,410
55
$4.97M 0.6%
62,395
+1,975
56
$4.81M 0.58%
38,545
-23
57
$4.77M 0.57%
68,082
+2,942
58
$4.74M 0.57%
23,813
+537
59
$4.72M 0.57%
12,116
+168
60
$4.7M 0.57%
320,240
-14,790
61
$4.62M 0.56%
52,650
-2,561
62
$4.62M 0.56%
56,094
+2,582
63
$4.51M 0.54%
30,280
-2,794
64
$4.5M 0.54%
19,700
-434
65
$4.48M 0.54%
19,612
-294
66
$4.39M 0.53%
29,510
+653
67
$4.33M 0.52%
55,350
+2,267
68
$4.31M 0.52%
31,780
+1,335
69
$4.25M 0.51%
30,378
+1,010
70
$4.15M 0.5%
61,516
-874
71
$4.07M 0.49%
+34,987
72
$4.06M 0.49%
10,146
+375
73
$4.05M 0.49%
36,695
-5,348
74
$4M 0.48%
12,792
+4,292
75
$4M 0.48%
34,051
+2,007
1 2
3
4 5