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
$832M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.07M
3
+$3.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.71M

Top Sells

1
+$4.44M
2
+$3.65M
3
+$3.35M
4
STLD icon
Steel Dynamics
STLD
+$3.15M
5
FNF icon
Fidelity National Financial
FNF
+$3.08M

Sector Composition

1 Technology 14.76%
2 Healthcare 11.97%
3 Financials 10.62%
4 Industrials 7.89%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.98M 0.48%
22,841
+742
77
$3.94M 0.47%
54,790
+1,301
78
$3.9M 0.47%
12,523
-1,361
79
$3.76M 0.45%
11,188
+416
80
$3.75M 0.45%
30,893
-2,666
81
$3.63M 0.44%
92,135
+26,091
82
$3.51M 0.42%
103,042
-637
83
$3.5M 0.42%
+37,703
84
$3.5M 0.42%
102,421
-159
85
$3.44M 0.41%
+15,605
86
$3.41M 0.41%
12,800
87
$3.4M 0.41%
103,570
-4,606
88
$3.21M 0.39%
111,754
-4,762
89
$3.19M 0.38%
25,141
+9,091
90
$3.12M 0.38%
40,164
-46,957
91
$2.93M 0.35%
50,128
92
$2.84M 0.34%
50,474
-1,196
93
$2.76M 0.33%
19,037
94
$2.69M 0.32%
82,938
-3,169
95
$2.59M 0.31%
51,003
-2,110
96
$2.44M 0.29%
19,546
-564
97
$2.41M 0.29%
39,286
+5,920
98
$2.39M 0.29%
147,471
+14,649
99
$2.36M 0.28%
62,661
+6,879
100
$2.35M 0.28%
13,536
-632
2 3
4
5 6