BCM

BTC Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.31M
3
+$2.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.69M
5
MAS icon
Masco
MAS
+$2.68M

Top Sells

1
+$6.35M
2
+$5.87M
3
+$3.67M
4
CI icon
Cigna
CI
+$3.63M
5
F icon
Ford
F
+$3.4M

Sector Composition

1 Financials 13.63%
2 Healthcare 12.18%
3 Technology 10.43%
4 Industrials 6.98%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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