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
$536M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.71M
3
+$2.44M
4
GD icon
General Dynamics
GD
+$2.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.91M

Top Sells

1
+$3.91M
2
+$3.89M
3
+$2.26M
4
FISV
Fiserv Inc
FISV
+$2.01M
5
HCA icon
HCA Healthcare
HCA
+$1.04M

Sector Composition

1 Financials 14.12%
2 Technology 10.58%
3 Healthcare 10.53%
4 Industrials 6.83%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.49M 0.46%
30,994
+1,394
77
$2.46M 0.46%
10,454
78
$2.44M 0.46%
45,843
+10,458
79
$2.43M 0.45%
54,579
+1,488
80
$2.43M 0.45%
103,151
+21,151
81
$2.42M 0.45%
57,806
+1,928
82
$2.33M 0.43%
20,260
83
$2.31M 0.43%
58,764
84
$2.31M 0.43%
27,805
-11,118
85
$2.28M 0.43%
60,134
-114
86
$2.2M 0.41%
42,506
+531
87
$2.19M 0.41%
197,069
+2,562
88
$2.1M 0.39%
44,574
+2,168
89
$2.08M 0.39%
43,412
+116
90
$2.01M 0.37%
42,912
+4,340
91
$1.99M 0.37%
66,763
+906
92
$1.89M 0.35%
29,855
+3,698
93
$1.79M 0.33%
+108,219
94
$1.68M 0.31%
19,369
+161
95
$1.64M 0.31%
11,589
-275
96
$1.61M 0.3%
62,857
+6,724
97
$1.46M 0.27%
28,568
+23
98
$1.41M 0.26%
790
+151
99
$1.41M 0.26%
13,512
100
$1.2M 0.22%
7,168
-258
2 3
4
5 6