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
$586M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$24.1M
3
+$18.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$17.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.2M

Top Sells

1
+$3.62M
2
+$2.68M
3
+$1.63M
4
BLK icon
Blackrock
BLK
+$1.61M
5
MA icon
Mastercard
MA
+$1.6M

Sector Composition

1 Financials 13.99%
2 Technology 11.71%
3 Healthcare 10.04%
4 Consumer Discretionary 8.04%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.24%
+27,472
102
$1.37M 0.23%
+16,699
103
$1.37M 0.23%
+7,435
104
$1.3M 0.22%
+16,179
105
$1.25M 0.21%
+5,835
106
$1.25M 0.21%
+8,986
107
$1.25M 0.21%
22,510
-1,724
108
$1.21M 0.21%
+11,496
109
$1.2M 0.2%
+29,765
110
$1.16M 0.2%
+26,128
111
$1.16M 0.2%
581
-179
112
$1.06M 0.18%
12,081
+148
113
$969K 0.17%
+12,581
114
$960K 0.16%
3
115
$916K 0.16%
6,030
+4,239
116
$912K 0.16%
5,125
-1,060
117
$877K 0.15%
+12,946
118
$868K 0.15%
123,640
-280
119
$837K 0.14%
+16,708
120
$782K 0.13%
+15,055
121
$782K 0.13%
+11,516
122
$755K 0.13%
6,929
+1,516
123
$754K 0.13%
6,261
-847
124
$751K 0.13%
13,483
-4,446
125
$738K 0.13%
6,877
-1,667
3 4
5
6 7