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
$395M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$16.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.57%
2 Healthcare 11.11%
3 Technology 10.01%
4 Energy 7.53%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.59%
+58,464
77
$2.27M 0.58%
+12,780
78
$2.15M 0.55%
+42,407
79
$2.14M 0.54%
+34,417
80
$2.1M 0.53%
+102,450
81
$2.1M 0.53%
+37,112
82
$2.09M 0.53%
+56,125
83
$2.09M 0.53%
+43,310
84
$2.08M 0.53%
+14,573
85
$1.98M 0.5%
+78,671
86
$1.98M 0.5%
+50,570
87
$1.96M 0.5%
+190,792
88
$1.93M 0.49%
+25,691
89
$1.86M 0.47%
+39,162
90
$1.83M 0.46%
+33,011
91
$1.75M 0.44%
+28,360
92
$1.71M 0.43%
+53,423
93
$1.47M 0.37%
+8,875
94
$1.44M 0.37%
+84,685
95
$1.42M 0.36%
+53,169
96
$1.37M 0.35%
+21,891
97
$1.28M 0.33%
+69,310
98
$1.27M 0.32%
+23,262
99
$1.17M 0.3%
+9,010
100
$1.14M 0.29%
+27,618
2 3
4
5 6