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
$480M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.31M
3
+$2.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.69M
5
MAS icon
Masco
MAS
+$2.68M

Top Sells

1
+$6.35M
2
+$5.87M
3
+$3.67M
4
CI icon
Cigna
CI
+$3.63M
5
F icon
Ford
F
+$3.4M

Sector Composition

1 Financials 13.63%
2 Healthcare 12.18%
3 Technology 10.43%
4 Industrials 6.98%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$409K 0.09%
+4,617
127
$393K 0.08%
+4,939
128
$380K 0.08%
56,312
-18,526
129
$344K 0.07%
1,849
-233
130
$344K 0.07%
+1,487
131
$336K 0.07%
2,325
+775
132
$332K 0.07%
+5,213
133
$329K 0.07%
35,773
-9,163
134
$327K 0.07%
20,714
135
$321K 0.07%
+7,831
136
$318K 0.07%
3,450
-18,937
137
$315K 0.07%
+4,092
138
$312K 0.06%
3,654
139
$312K 0.06%
20,965
-8,455
140
$303K 0.06%
9,882
141
$293K 0.06%
7,535
-8,471
142
$286K 0.06%
48,879
-13,069
143
$280K 0.06%
+7,213
144
$277K 0.06%
2,860
145
$275K 0.06%
+3,395
146
$273K 0.06%
+6,521
147
$261K 0.05%
7,746
-9,452
148
$253K 0.05%
7,568
-2,127
149
$250K 0.05%
3,950
+450
150
$248K 0.05%
6,462
-14,852
4 5
6
7 8