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
$480M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.31M
3
+$2.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.69M
5
MAS icon
Masco
MAS
+$2.68M

Top Sells

1
+$6.35M
2
+$5.87M
3
+$3.67M
4
CI icon
Cigna
CI
+$3.63M
5
F icon
Ford
F
+$3.4M

Sector Composition

1 Financials 13.63%
2 Healthcare 12.18%
3 Technology 10.43%
4 Industrials 6.98%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.24%
8,883
+6,009
102
$1.01M 0.21%
9,199
+64
103
$1M 0.21%
7,650
+62
104
$976K 0.2%
20,507
-22,293
105
$828K 0.17%
10,785
106
$821K 0.17%
45,300
107
$796K 0.17%
17,151
-4,979
108
$698K 0.15%
22,550
109
$666K 0.14%
11,301
+104
110
$615K 0.13%
13,315
-8,188
111
$574K 0.12%
3,757
+2,322
112
$535K 0.11%
5,565
+2,475
113
$519K 0.11%
8,374
-928
114
$499K 0.1%
9,188
+5,406
115
$490K 0.1%
+333
116
$490K 0.1%
+5,793
117
$474K 0.1%
+276,640
118
$466K 0.1%
37,740
119
$458K 0.1%
+8,495
120
$451K 0.09%
1,774
-611
121
$445K 0.09%
+6,333
122
$441K 0.09%
10,400
+400
123
$439K 0.09%
6,425
124
$427K 0.09%
+52,040
125
$413K 0.09%
+3,537
3 4
5
6 7