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
$536M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.71M
3
+$2.44M
4
GD icon
General Dynamics
GD
+$2.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.91M

Top Sells

1
+$3.91M
2
+$3.89M
3
+$2.26M
4
FISV
Fiserv Inc
FISV
+$2.01M
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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180
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181
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182
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184
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185
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186
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187
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-54,058
188
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-17,754
4 5 6 7
8