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
$832M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.07M
3
+$3.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.71M

Top Sells

1
+$4.44M
2
+$3.65M
3
+$3.35M
4
STLD icon
Steel Dynamics
STLD
+$3.15M
5
FNF icon
Fidelity National Financial
FNF
+$3.08M

Sector Composition

1 Technology 14.76%
2 Healthcare 11.97%
3 Financials 10.62%
4 Industrials 7.89%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$514K 0.06%
+5,622
152
$512K 0.06%
3,165
+5
153
$504K 0.06%
770
+25
154
$500K 0.06%
15,464
155
$496K 0.06%
5,093
+393
156
$484K 0.06%
22,000
157
$483K 0.06%
10,988
158
$477K 0.06%
37,918
159
$466K 0.06%
3,198
160
$465K 0.06%
3,317
-1,486
161
$461K 0.06%
6,416
+173
162
$449K 0.05%
3,308
163
$447K 0.05%
4,247
164
$438K 0.05%
4,370
165
$438K 0.05%
4,625
-528
166
$434K 0.05%
17,298
167
$429K 0.05%
7,543
+130
168
$428K 0.05%
13,475
-181
169
$419K 0.05%
3,641
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170
$419K 0.05%
1,355
-610
171
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14,699
172
$411K 0.05%
2,776
-215
173
$408K 0.05%
12,777
-5,391
174
$405K 0.05%
6,936
-111
175
$402K 0.05%
4,923
-1,260
5 6
7
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