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
$1.09B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$45.7M
3
+$39M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.64%
2 Financials 11.61%
3 Healthcare 8.54%
4 Consumer Discretionary 7.99%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.09M 0.47%
+11,953
77
$5.08M 0.46%
+11,834
78
$4.98M 0.46%
+43,935
79
$4.75M 0.43%
+42,619
80
$4.7M 0.43%
+50,025
81
$4.28M 0.39%
+50,658
82
$4.25M 0.39%
+14,344
83
$4.09M 0.37%
+8,500
84
$3.83M 0.35%
+45,586
85
$3.83M 0.35%
+18,657
86
$3.6M 0.33%
+19,265
87
$3.54M 0.32%
+82,085
88
$3.02M 0.28%
+34,683
89
$3.01M 0.28%
+57,000
90
$2.79M 0.25%
+177,933
91
$2.73M 0.25%
+71,721
92
$2.69M 0.25%
+53,551
93
$2.58M 0.24%
+38,294
94
$2.54M 0.23%
+89,586
95
$2.4M 0.22%
+10,491
96
$2.33M 0.21%
+33,846
97
$2.29M 0.21%
+46,590
98
$2.26M 0.21%
+25,175
99
$2.21M 0.2%
+25,572
100
$2.17M 0.2%
+104,842
2 3
4
5 6