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
$717M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.29M
3
+$3.07M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.03M
5
CSGP icon
CoStar Group
CSGP
+$2.86M

Top Sells

1
+$4.79M
2
+$4.68M
3
+$3.17M
4
SYY icon
Sysco
SYY
+$2.93M
5
IP icon
International Paper
IP
+$2.88M

Sector Composition

1 Technology 16.14%
2 Financials 11.56%
3 Healthcare 11.36%
4 Communication Services 7.18%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$355K 0.05%
1,678
-22,123
152
$347K 0.05%
3,044
+195
153
$339K 0.05%
5,246
154
$337K 0.05%
+3,310
155
$332K 0.05%
1,902
156
$330K 0.05%
4,959
157
$326K 0.05%
2,996
158
$324K 0.05%
914
-47
159
$312K 0.04%
+1,873
160
$310K 0.04%
5,223
161
$304K 0.04%
+2,447
162
$290K 0.04%
+1,973
163
$284K 0.04%
+1,775
164
$283K 0.04%
370
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165
$282K 0.04%
+9,237
166
$279K 0.04%
5,140
167
$278K 0.04%
+6,607
168
$274K 0.04%
+8,159
169
$272K 0.04%
+17,112
170
$265K 0.04%
+9,899
171
$265K 0.04%
13,020
172
$261K 0.04%
3,560
173
$260K 0.04%
3,021
+203
174
$260K 0.04%
6,376
+279
175
$258K 0.04%
5,838
5 6
7
8 9