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
$395M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$16.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.57%
2 Healthcare 11.11%
3 Technology 10.01%
4 Energy 7.53%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.27%
+13,170
102
$971K 0.25%
+17,776
103
$955K 0.24%
+133
104
$846K 0.21%
+38,520
105
$830K 0.21%
+660
106
$818K 0.21%
+29,900
107
$761K 0.19%
+6,537
108
$737K 0.19%
+7,841
109
$497K 0.13%
+30,828
110
$474K 0.12%
+33,341
111
$472K 0.12%
+8,347
112
$453K 0.11%
+10,640
113
$433K 0.11%
+4,609
114
$414K 0.1%
+4,973
115
$407K 0.1%
+3,826
116
$395K 0.1%
+2,177
117
$389K 0.1%
+7,452
118
$336K 0.09%
+8,075
119
$321K 0.08%
+12,058
120
$313K 0.08%
+6,161
121
$307K 0.08%
+2,793
122
$289K 0.07%
+3,670
123
$277K 0.07%
+240
124
$250K 0.06%
+5,706
125
$249K 0.06%
+49,096
2 3 4
5
6