BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$2.85M
3
+$1.9M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.49M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.19M

Top Sells

1
+$5.94M
2
+$4.11M
3
+$1.68M
4
MAS icon
Masco
MAS
+$1.58M
5
DGX icon
Quest Diagnostics
DGX
+$914K

Sector Composition

1 Financials 13.43%
2 Healthcare 10.99%
3 Technology 10.62%
4 Industrials 7.18%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.69M 0.49%
68,922
+882
77
$2.59M 0.47%
24,551
-294
78
$2.43M 0.44%
58,764
79
$2.42M 0.44%
45,137
+563
80
$2.4M 0.43%
100,685
-2,466
81
$2.36M 0.43%
44,158
+746
82
$2.36M 0.43%
20,260
83
$2.32M 0.42%
9,581
-873
84
$2.3M 0.42%
45,727
+3,221
85
$2.29M 0.41%
59,660
-474
86
$2.26M 0.41%
57,350
-456
87
$2.23M 0.4%
201,413
+4,344
88
$2.23M 0.4%
72,939
+2,047
89
$2.21M 0.4%
66,166
-597
90
$2.06M 0.37%
42,912
91
$2.05M 0.37%
26,124
-1,681
92
$1.9M 0.34%
88,205
+25,348
93
$1.9M 0.34%
+36,890
94
$1.78M 0.32%
29,740
-115
95
$1.76M 0.32%
11,673
+84
96
$1.55M 0.28%
28,320
-248
97
$1.49M 0.27%
799
+9
98
$1.49M 0.27%
+30,023
99
$1.42M 0.26%
394,280
-8,960
100
$1.42M 0.26%
13,512
2 3
4
5 6