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
$586M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$24.1M
3
+$18.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$17.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.2M

Top Sells

1
+$3.62M
2
+$2.68M
3
+$1.63M
4
BLK icon
Blackrock
BLK
+$1.61M
5
MA icon
Mastercard
MA
+$1.6M

Sector Composition

1 Financials 13.99%
2 Technology 11.71%
3 Healthcare 10.04%
4 Consumer Discretionary 8.04%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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