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
$832M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.07M
3
+$3.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.71M

Top Sells

1
+$4.44M
2
+$3.65M
3
+$3.35M
4
STLD icon
Steel Dynamics
STLD
+$3.15M
5
FNF icon
Fidelity National Financial
FNF
+$3.08M

Sector Composition

1 Technology 14.76%
2 Healthcare 11.97%
3 Financials 10.62%
4 Industrials 7.89%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.16M 0.26%
39,029
+629
102
$2.03M 0.24%
24,597
-200
103
$1.93M 0.23%
10,491
104
$1.9M 0.23%
30,660
-5,931
105
$1.87M 0.22%
+18,234
106
$1.7M 0.2%
12,000
107
$1.69M 0.2%
211,159
-27,613
108
$1.66M 0.2%
10,443
+198
109
$1.59M 0.19%
40,333
-11,790
110
$1.57M 0.19%
7,853
+352
111
$1.57M 0.19%
31,259
+5,903
112
$1.51M 0.18%
21,145
-327
113
$1.41M 0.17%
3
114
$1.31M 0.16%
81,595
+3,575
115
$1.26M 0.15%
18,584
+112
116
$1.26M 0.15%
+25,362
117
$1.23M 0.15%
12,726
-12,577
118
$1.23M 0.15%
15,142
-1,795
119
$1.19M 0.14%
5,536
-22
120
$1.19M 0.14%
19,765
-3,075
121
$1.16M 0.14%
2,130
+929
122
$1.13M 0.14%
15,084
+271
123
$1.11M 0.13%
48,771
+6,114
124
$1.11M 0.13%
12,190
+624
125
$1.09M 0.13%
71,145
+9,405
3 4
5
6 7