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
+$10.8M
2
+$3.43M
3
+$2.83M
4
MAS icon
Masco
MAS
+$2.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.68M

Top Sells

1
+$6.33M
2
+$5.76M
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
176
– –
-9,313
177
– –
-4,554
178
– –
-25,950
179
– –
-74,913
180
– –
-1,377
181
– –
-4,340
182
– –
-11,999
183
– –
-3,646
184
– –
-28,308
185
– –
-8,357
186
– –
-270,631
187
– –
-2,661
188
– –
-73,818
189
– –
-4,491
190
– –
-82,194
191
– –
-10,424
192
– –
-3,656
193
– –
-3,595
4 5 6 7
8