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
$1.12B
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$5.36M
3
+$5.31M
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$5.06M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.4M

Top Sells

1
+$9.23M
2
+$4.67M
3
+$4.36M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.05M
5
NKE icon
Nike
NKE
+$3.81M

Sector Composition

1 Technology 20.74%
2 Financials 11.12%
3 Healthcare 8.93%
4 Consumer Discretionary 7.51%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.99M 0.18%
9,916
-61
102
$1.93M 0.17%
27,106
+2,253
103
$1.91M 0.17%
+17,418
104
$1.87M 0.17%
5,812
+1,590
105
$1.8M 0.16%
13,235
-377
106
$1.76M 0.16%
49,859
-1,487
107
$1.72M 0.15%
74,250
+3,940
108
$1.66M 0.15%
94,250
+79
109
$1.65M 0.15%
28,663
+1,599
110
$1.64M 0.15%
9,919
-82
111
$1.55M 0.14%
5,447
-20
112
$1.54M 0.14%
84,922
113
$1.53M 0.14%
13,302
+821
114
$1.52M 0.14%
12,946
115
$1.49M 0.13%
13,351
-237
116
$1.47M 0.13%
35,880
-1,850
117
$1.42M 0.13%
73,365
+4,590
118
$1.4M 0.12%
44,161
+3,871
119
$1.36M 0.12%
5,187
-992
120
$1.35M 0.12%
11,367
+822
121
$1.35M 0.12%
20,459
+1,455
122
$1.35M 0.12%
195,990
+13,436
123
$1.3M 0.12%
4,293
-45
124
$1.22M 0.11%
15,609
-99
125
$1.19M 0.11%
2,418
-118
3 4
5
6 7