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
$1.09B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$45.7M
3
+$39M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.64%
2 Financials 11.61%
3 Healthcare 8.54%
4 Consumer Discretionary 7.99%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.1%
+66,515
127
$1.11M 0.1%
+36,186
128
$1.1M 0.1%
+1,134
129
$1.05M 0.1%
+10,756
130
$1.05M 0.1%
+5,093
131
$1.04M 0.09%
+101,201
132
$998K 0.09%
+21,945
133
$997K 0.09%
+1,383
134
$988K 0.09%
+18,141
135
$944K 0.09%
+206,760
136
$892K 0.08%
+2,234
137
$883K 0.08%
+5,385
138
$859K 0.08%
+2,399
139
$835K 0.08%
+6,645
140
$801K 0.07%
+18,335
141
$799K 0.07%
+13,856
142
$789K 0.07%
+3,027
143
$758K 0.07%
+20,000
144
$742K 0.07%
+22,554
145
$739K 0.07%
+3,572
146
$701K 0.06%
+2,001
147
$679K 0.06%
+1,614
148
$659K 0.06%
+3,334
149
$656K 0.06%
+6,490
150
$643K 0.06%
+844
4 5
6
7 8