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
151
$238K 0.05%
+3,466
152
$236K 0.05%
8,122
-3,701
153
$235K 0.05%
2,170
154
$235K 0.05%
1,988
-993
155
$234K 0.05%
1,570
156
$233K 0.05%
1,994
-857
157
$232K 0.05%
+2,187
158
$228K 0.05%
1,665
+100
159
$223K 0.05%
7,240
160
$223K 0.05%
+2,694
161
$222K 0.05%
10,646
-15,172
162
$221K 0.05%
6,299
-318
163
$216K 0.05%
1
164
$205K 0.04%
4,789
-1,470
165
$203K 0.04%
856
166
$201K 0.04%
6,560
-2,885
167
$143K 0.03%
10,523
+47
168
$56K 0.01%
11,140
-3,226
169
$43K 0.01%
14,427
-516
170
– –
-84,724
171
– –
-3,646
172
– –
-28,308
173
– –
-8,357
174
– –
-20,344
175
– –
-270,631
4 5 6
7
8