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BCM

BTC Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.66M
3
+$2.39M
4
GD icon
General Dynamics
GD
+$2.27M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.86M

Top Sells

1
+$3.91M
2
+$3.89M
3
+$2.26M
4
FISV
Fiserv Inc
FISV
+$1.95M
5
HCA icon
HCA Healthcare
HCA
+$1.04M

Sector Composition

1 Financials 14.12%
2 Technology 10.58%
3 Healthcare 10.53%
4 Industrials 6.83%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-6,451
177
– –
-1,880
178
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-11,804
179
– –
-1,879
180
– –
-20,714
181
– –
-3,595
182
– –
-2,279
183
– –
-54,058
184
– –
-41,840
185
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-1,671
186
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-8,287
187
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-56,676
188
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-17,754
4 5 6 7
8