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
$717M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.29M
3
+$3.07M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.03M
5
CSGP icon
CoStar Group
CSGP
+$2.86M

Top Sells

1
+$4.79M
2
+$4.68M
3
+$3.17M
4
SYY icon
Sysco
SYY
+$2.93M
5
IP icon
International Paper
IP
+$2.88M

Sector Composition

1 Technology 16.14%
2 Financials 11.56%
3 Healthcare 11.36%
4 Communication Services 7.18%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.93M 0.41%
33,544
-868
77
$2.9M 0.4%
44,197
+22,332
78
$2.82M 0.39%
49,204
79
$2.78M 0.39%
13,015
-670
80
$2.68M 0.37%
34,066
+453
81
$2.67M 0.37%
377,178
82
$2.54M 0.35%
25,217
+166
83
$2.53M 0.35%
66,058
-75,050
84
$2.42M 0.34%
22,010
-2,044
85
$2.38M 0.33%
14,410
+12,994
86
$2.27M 0.32%
94,007
+12,622
87
$2.25M 0.31%
5,888
-191
88
$2.21M 0.31%
56,462
-2,636
89
$2.19M 0.31%
53,551
90
$2.14M 0.3%
19,037
91
$1.94M 0.27%
24,597
92
$1.94M 0.27%
86,072
+960
93
$1.85M 0.26%
54,015
-1,040
94
$1.82M 0.25%
34,607
-167
95
$1.78M 0.25%
41,197
+1,572
96
$1.7M 0.24%
64,856
-14,943
97
$1.68M 0.23%
7,841
-68
98
$1.67M 0.23%
56,303
-1,379
99
$1.61M 0.23%
10,491
100
$1.42M 0.2%
+9,659
2 3
4
5 6