BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
-$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$4.17M
2 +$4.17M
3 +$3.43M
4
BND icon
Vanguard Total Bond Market
BND
+$2.34M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.03M

Sector Composition

1 Technology 15.21%
2 Healthcare 11.63%
3 Financials 10.82%
4 Consumer Discretionary 7.57%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$494K 0.06%
1,201
+208
152
$491K 0.06%
8,927
+661
153
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3,308
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154
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155
$451K 0.06%
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156
$450K 0.06%
6,332
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$449K 0.06%
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$442K 0.06%
97,876
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160
$440K 0.06%
15,464
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161
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162
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169
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170
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172
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4,115
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173
$403K 0.05%
5,300
174
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14,699
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175
$396K 0.05%
17,298
+5,586