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
$627M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.28M
3
+$2.02M
4
USB icon
US Bancorp
USB
+$1.49M
5
BA icon
Boeing
BA
+$1.12M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.84M
4
DGX icon
Quest Diagnostics
DGX
+$1.83M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.51M

Sector Composition

1 Financials 13.68%
2 Technology 11.19%
3 Healthcare 10.01%
4 Consumer Discretionary 7.05%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$212K 0.03%
+700
177
$205K 0.03%
+5,224
178
$204K 0.03%
+1,494
179
$203K 0.03%
+4,040
180
$202K 0.03%
12,636
-10,144
181
$201K 0.03%
10,772
-29
182
$56K 0.01%
13,848
183
– –
-22,058
184
– –
-18,077
185
– –
-6,126
186
– –
-4,753
4 5 6 7
8