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
$480M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.31M
3
+$2.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.69M
5
MAS icon
Masco
MAS
+$2.68M

Top Sells

1
+$6.35M
2
+$5.87M
3
+$3.67M
4
CI icon
Cigna
CI
+$3.63M
5
F icon
Ford
F
+$3.4M

Sector Composition

1 Financials 13.63%
2 Healthcare 12.18%
3 Technology 10.43%
4 Industrials 6.98%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.55%
204,144
-29,847
77
$2.57M 0.53%
77,520
+14,608
78
$2.52M 0.53%
23,157
+20,896
79
$2.45M 0.51%
+89,474
80
$2.39M 0.5%
11,061
81
$2.36M 0.49%
61,600
+12,336
82
$2.28M 0.48%
53,487
+5,385
83
$2.28M 0.47%
+46,614
84
$2.22M 0.46%
+42,107
85
$2.2M 0.46%
58,764
-6,519
86
$2.02M 0.42%
+63,272
87
$2M 0.42%
21,276
+7,070
88
$1.97M 0.41%
50,196
+3,853
89
$1.96M 0.41%
+13,977
90
$1.96M 0.41%
26,835
+2,397
91
$1.88M 0.39%
+41,365
92
$1.88M 0.39%
73,482
+2,499
93
$1.69M 0.35%
22,190
-35,092
94
$1.68M 0.35%
38,572
-17,680
95
$1.64M 0.34%
15,560
-15,770
96
$1.57M 0.33%
21,893
-9,345
97
$1.56M 0.33%
51,791
+21,649
98
$1.51M 0.31%
+29,033
99
$1.45M 0.3%
8,614
-1,175
100
$1.21M 0.25%
25,194
+305
2 3
4
5 6