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
$1.09B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$45.7M
3
+$39M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.64%
2 Financials 11.61%
3 Healthcare 8.54%
4 Consumer Discretionary 7.99%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.58M 0.69%
+26,174
52
$7.52M 0.69%
+29,812
53
$7.34M 0.67%
+53,409
54
$7.19M 0.66%
+59,642
55
$7.01M 0.64%
+57,290
56
$6.9M 0.63%
+40,754
57
$6.77M 0.62%
+27,123
58
$6.74M 0.62%
+33,448
59
$6.71M 0.61%
+31,505
60
$6.52M 0.6%
+38,173
61
$6.11M 0.56%
+52,550
62
$6.1M 0.56%
+23,234
63
$5.98M 0.55%
+34,577
64
$5.95M 0.54%
+131,278
65
$5.84M 0.53%
+277,580
66
$5.83M 0.53%
+58,772
67
$5.81M 0.53%
+108,051
68
$5.78M 0.53%
+13,187
69
$5.78M 0.53%
+35,394
70
$5.68M 0.52%
+12,800
71
$5.64M 0.52%
+32,081
72
$5.61M 0.51%
+76,643
73
$5.55M 0.51%
+14,465
74
$5.27M 0.48%
+17,567
75
$5.16M 0.47%
+96,110
1 2
3
4 5