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
$1.09B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$45.7M
3
+$39M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.64%
2 Financials 11.61%
3 Healthcare 8.54%
4 Consumer Discretionary 7.99%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$639K 0.06%
+13,340
152
$630K 0.06%
+10,378
153
$627K 0.06%
+2,224
154
$622K 0.06%
+8,076
155
$619K 0.06%
+10,650
156
$615K 0.06%
+9,587
157
$605K 0.06%
+16,965
158
$600K 0.05%
+727
159
$580K 0.05%
+8,389
160
$577K 0.05%
+2,280
161
$575K 0.05%
+10,662
162
$551K 0.05%
+6,753
163
$532K 0.05%
+2,164
164
$514K 0.05%
+1,357
165
$512K 0.05%
+1,610
166
$511K 0.05%
+4,625
167
$511K 0.05%
+796
168
$501K 0.05%
+22,000
169
$496K 0.05%
+5,866
170
$473K 0.04%
+2,269
171
$465K 0.04%
+5,140
172
$464K 0.04%
+5,403
173
$454K 0.04%
+1,083
174
$446K 0.04%
+1,599
175
$445K 0.04%
+8,342
5 6
7
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