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
$1.09B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$45.7M
3
+$39M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.64%
2 Financials 11.61%
3 Healthcare 8.54%
4 Consumer Discretionary 7.99%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.16M 0.2%
+183,885
102
$2.14M 0.2%
+14,396
103
$2.11M 0.19%
+59,353
104
$2.03M 0.19%
+12,000
105
$2M 0.18%
+47,598
106
$2M 0.18%
+7,660
107
$1.95M 0.18%
+11,311
108
$1.92M 0.18%
+10,025
109
$1.9M 0.17%
+3
110
$1.84M 0.17%
+36,608
111
$1.7M 0.16%
+46,923
112
$1.66M 0.15%
+16,584
113
$1.64M 0.15%
+74,380
114
$1.63M 0.15%
+25,629
115
$1.61M 0.15%
+12,518
116
$1.48M 0.14%
+5,467
117
$1.48M 0.14%
+12,946
118
$1.43M 0.13%
+1,841
119
$1.4M 0.13%
+84,922
120
$1.4M 0.13%
+20,886
121
$1.38M 0.13%
+37,080
122
$1.33M 0.12%
+27,449
123
$1.25M 0.11%
+12,901
124
$1.2M 0.11%
+15,768
125
$1.14M 0.1%
+11,025
3 4
5
6 7