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
$395M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$16.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.57%
2 Healthcare 11.11%
3 Technology 10.01%
4 Energy 7.53%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$247K 0.06%
+3,550
127
$247K 0.06%
+4,660
128
$233K 0.06%
+708
129
$229K 0.06%
+14,200
130
$226K 0.06%
+5,964
131
$221K 0.06%
+5,000
132
$215K 0.05%
+4,690
133
$212K 0.05%
+13,860
134
$208K 0.05%
+3,230
135
$208K 0.05%
+7,100
136
$207K 0.05%
+1
137
$201K 0.05%
+1,000
138
$201K 0.05%
+1,890
139
$200K 0.05%
+10,000
140
$82K 0.02%
+14,610
141
$57K 0.01%
+10,193
142
$40K 0.01%
+11,200
143
$25K 0.01%
+10,320
2 3 4 5
6