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
$717M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.29M
3
+$3.07M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.03M
5
CSGP icon
CoStar Group
CSGP
+$2.86M

Top Sells

1
+$4.79M
2
+$4.68M
3
+$3.17M
4
SYY icon
Sysco
SYY
+$2.93M
5
IP icon
International Paper
IP
+$2.88M

Sector Composition

1 Technology 16.14%
2 Financials 11.56%
3 Healthcare 11.36%
4 Communication Services 7.18%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.18%
11,037
102
$1.28M 0.18%
4
103
$1.23M 0.17%
5,537
104
$1.16M 0.16%
10,619
-36
105
$1.14M 0.16%
18,894
+6,823
106
$1.12M 0.16%
12,946
107
$1.09M 0.15%
31,474
+4,830
108
$1.02M 0.14%
16,872
+40
109
$991K 0.14%
11,025
110
$981K 0.14%
9,070
+212
111
$955K 0.13%
13,614
+968
112
$943K 0.13%
34,364
-7,035
113
$941K 0.13%
4,774
-5
114
$932K 0.13%
14,155
-70
115
$928K 0.13%
25,030
116
$910K 0.13%
5,831
+1,937
117
$909K 0.13%
4,022
+1,422
118
$860K 0.12%
9,867
+3,566
119
$845K 0.12%
23,346
+8,073
120
$844K 0.12%
4,055
+17
121
$828K 0.12%
16,228
122
$795K 0.11%
3,628
-75
123
$794K 0.11%
6,845
+61
124
$789K 0.11%
2,687
-14
125
$786K 0.11%
12,910
+4,275
3 4
5
6 7