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
$586M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$24.1M
3
+$18.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$17.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.2M

Top Sells

1
+$3.62M
2
+$2.68M
3
+$1.63M
4
BLK icon
Blackrock
BLK
+$1.61M
5
MA icon
Mastercard
MA
+$1.6M

Sector Composition

1 Financials 13.99%
2 Technology 11.71%
3 Healthcare 10.04%
4 Consumer Discretionary 8.04%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.82M 0.48%
113,838
-333
77
$2.77M 0.47%
19,024
+513
78
$2.68M 0.46%
+9,227
79
$2.67M 0.46%
190,633
+14,006
80
$2.67M 0.46%
57,369
-12,530
81
$2.54M 0.43%
16,944
+14,360
82
$2.5M 0.43%
41,843
-1,983
83
$2.43M 0.41%
+23,692
84
$2.39M 0.41%
41,221
+12,187
85
$2.37M 0.4%
+25,331
86
$2.34M 0.4%
26,147
-2,197
87
$2.32M 0.4%
+53,551
88
$2.2M 0.37%
62,036
-3,939
89
$2.13M 0.36%
68,577
+7,664
90
$1.98M 0.34%
+24,597
91
$1.97M 0.34%
+26,370
92
$1.88M 0.32%
25,602
-6,961
93
$1.88M 0.32%
36,349
-2,225
94
$1.83M 0.31%
121,080
-45,270
95
$1.71M 0.29%
+10,491
96
$1.59M 0.27%
6,768
-552
97
$1.56M 0.27%
+13,512
98
$1.55M 0.26%
+27,574
99
$1.49M 0.25%
+13,774
100
$1.48M 0.25%
+28,605
2 3
4
5 6