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
$832M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.07M
3
+$3.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.71M

Top Sells

1
+$4.44M
2
+$3.65M
3
+$3.35M
4
STLD icon
Steel Dynamics
STLD
+$3.15M
5
FNF icon
Fidelity National Financial
FNF
+$3.08M

Sector Composition

1 Technology 14.76%
2 Healthcare 11.97%
3 Financials 10.62%
4 Industrials 7.89%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.08M 0.13%
12,946
127
$1.06M 0.13%
26,755
-1,000
128
$1.06M 0.13%
18,553
-2,090
129
$1.03M 0.12%
84,922
-618
130
$1.03M 0.12%
18,273
+986
131
$1.02M 0.12%
15,866
+1,486
132
$1.01M 0.12%
20,904
+3,522
133
$961K 0.12%
29,024
+2,200
134
$923K 0.11%
11,025
135
$902K 0.11%
48,297
-519
136
$848K 0.1%
3,216
-703
137
$840K 0.1%
4,370
-1,028
138
$830K 0.1%
15,144
139
$787K 0.09%
3,220
-99
140
$747K 0.09%
2,816
-53
141
$703K 0.08%
1,921
+201
142
$680K 0.08%
5,387
-263
143
$659K 0.08%
98,850
+974
144
$635K 0.08%
15,847
-1,797
145
$585K 0.07%
1,646
+124
146
$573K 0.07%
11,496
147
$564K 0.07%
12,416
-549
148
$531K 0.06%
22,587
+3,393
149
$522K 0.06%
6,293
-39
150
$517K 0.06%
2,441
-1,974
4 5
6
7 8