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
$627M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.28M
3
+$2.02M
4
USB icon
US Bancorp
USB
+$1.49M
5
BA icon
Boeing
BA
+$1.12M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.84M
4
DGX icon
Quest Diagnostics
DGX
+$1.83M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.51M

Sector Composition

1 Financials 13.68%
2 Technology 11.19%
3 Healthcare 10.01%
4 Consumer Discretionary 7.05%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.18M 0.51%
19,252
-133
77
$3.16M 0.5%
42,528
-2,006
78
$3.04M 0.49%
72,115
+8,015
79
$3.04M 0.49%
45,558
+6,885
80
$3.03M 0.48%
42,529
+621
81
$2.98M 0.47%
23,260
+1,519
82
$2.89M 0.46%
53,648
83
$2.77M 0.44%
54,621
-1,383
84
$2.68M 0.43%
12,086
+1,155
85
$2.61M 0.42%
9,227
86
$2.52M 0.4%
46,458
+3,547
87
$2.48M 0.4%
139,020
+5,090
88
$2.32M 0.37%
44,994
+1,551
89
$2.32M 0.37%
33,717
+3,209
90
$2.26M 0.36%
70,876
+1,431
91
$2.2M 0.35%
118,365
+3,342
92
$2.19M 0.35%
53,551
93
$2.18M 0.35%
105,340
+1,155
94
$2.15M 0.34%
19,037
95
$2.14M 0.34%
24,597
96
$2.13M 0.34%
177,715
+26,355
97
$2.02M 0.32%
38,208
+9,603
98
$1.76M 0.28%
47,520
-32,436
99
$1.7M 0.27%
31,951
+3,990
100
$1.6M 0.26%
10,491
2 3
4
5 6