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
$554M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$2.85M
3
+$1.9M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.49M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.19M

Top Sells

1
+$5.94M
2
+$4.11M
3
+$1.68M
4
MAS icon
Masco
MAS
+$1.58M
5
DGX icon
Quest Diagnostics
DGX
+$914K

Sector Composition

1 Financials 13.43%
2 Healthcare 10.99%
3 Technology 10.62%
4 Industrials 7.18%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$245K 0.04%
7,040
152
$245K 0.04%
1,525
153
$244K 0.04%
8,558
-6,408
154
$238K 0.04%
+6,199
155
$235K 0.04%
1,452
156
$234K 0.04%
816
157
$229K 0.04%
5,060
158
$225K 0.04%
1,326
+76
159
$225K 0.04%
5,000
-2,000
160
$224K 0.04%
+8,842
161
$223K 0.04%
+2,983
162
$221K 0.04%
+10,276
163
$216K 0.04%
+4,788
164
$211K 0.04%
+4,585
165
$210K 0.04%
2,192
166
$209K 0.04%
+6,540
167
$209K 0.04%
+5,446
168
$209K 0.04%
+1,791
169
$209K 0.04%
+1,989
170
$204K 0.04%
4,102
-60
171
$203K 0.04%
+1,170
172
$200K 0.04%
7,255
173
$180K 0.03%
10,567
174
$167K 0.03%
11,185
-58
175
$159K 0.03%
12,295
-152
4 5 6
7
8