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
$832M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.07M
3
+$3.5M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.71M

Top Sells

1
+$4.44M
2
+$3.65M
3
+$3.35M
4
STLD icon
Steel Dynamics
STLD
+$3.15M
5
FNF icon
Fidelity National Financial
FNF
+$3.08M

Sector Composition

1 Technology 14.76%
2 Healthcare 11.97%
3 Financials 10.62%
4 Industrials 7.89%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$401K 0.05%
6,063
+135
177
$398K 0.05%
12,706
-1,800
178
$395K 0.05%
2,786
-201
179
$394K 0.05%
5,150
+396
180
$391K 0.05%
14,100
-3,650
181
$390K 0.05%
1,615
-86
182
$379K 0.05%
743
-11
183
$378K 0.05%
1,748
-249
184
$374K 0.05%
6,373
185
$373K 0.04%
5,865
+510
186
$370K 0.04%
3,655
187
$366K 0.04%
942
-298
188
$365K 0.04%
15,995
-387
189
$363K 0.04%
5,140
190
$349K 0.04%
+1,679
191
$347K 0.04%
3,385
-1,290
192
$346K 0.04%
2,496
-38
193
$345K 0.04%
32,590
+809
194
$343K 0.04%
6,590
195
$336K 0.04%
3,333
+220
196
$331K 0.04%
+8,217
197
$330K 0.04%
4,796
-141
198
$329K 0.04%
6,805
+1,905
199
$327K 0.04%
9,014
+499
200
$325K 0.04%
1,586
+214
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