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
$586M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$24.1M
3
+$18.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$17.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.2M

Top Sells

1
+$3.62M
2
+$2.68M
3
+$1.63M
4
BLK icon
Blackrock
BLK
+$1.61M
5
MA icon
Mastercard
MA
+$1.6M

Sector Composition

1 Financials 13.99%
2 Technology 11.71%
3 Healthcare 10.04%
4 Consumer Discretionary 8.04%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$690K 0.12%
+6,586
127
$677K 0.12%
+7,759
128
$650K 0.11%
4,325
-154
129
$643K 0.11%
5,771
-10,951
130
$636K 0.11%
+7,062
131
$583K 0.1%
11,387
+1,491
132
$533K 0.09%
12,716
-952
133
$498K 0.09%
5,939
-1,850
134
$490K 0.08%
9,295
-237
135
$485K 0.08%
6,654
-6,381
136
$451K 0.08%
10,590
-2,130
137
$451K 0.08%
6,990
-1,034
138
$435K 0.07%
68,569
-2,951
139
$433K 0.07%
53,952
-11,522
140
$430K 0.07%
2,006
-400
141
$416K 0.07%
2,664
+117
142
$394K 0.07%
10,510
+490
143
$367K 0.06%
5,510
+119
144
$358K 0.06%
+2,052
145
$330K 0.06%
22,780
-6,780
146
$319K 0.05%
50,371
-8,944
147
$317K 0.05%
8,213
-93,797
148
$301K 0.05%
5,040
149
$292K 0.05%
787
150
$290K 0.05%
+5,140
4 5
6
7 8