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
$1.09B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$45.7M
3
+$39M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.64%
2 Financials 11.61%
3 Healthcare 8.54%
4 Consumer Discretionary 7.99%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$430K 0.04%
+1,238
177
$420K 0.04%
+2,746
178
$418K 0.04%
+3,951
179
$418K 0.04%
+3,180
180
$411K 0.04%
+7,492
181
$396K 0.04%
+2,496
182
$393K 0.04%
+2,883
183
$378K 0.03%
+5,062
184
$367K 0.03%
+5,903
185
$363K 0.03%
+990
186
$358K 0.03%
+30,315
187
$351K 0.03%
+3,124
188
$349K 0.03%
+7,590
189
$349K 0.03%
+2,420
190
$348K 0.03%
+14,686
191
$348K 0.03%
+8,161
192
$341K 0.03%
+7,299
193
$339K 0.03%
+13,802
194
$337K 0.03%
+4,605
195
$336K 0.03%
+5,144
196
$328K 0.03%
+2,619
197
$319K 0.03%
+2,010
198
$313K 0.03%
+1,376
199
$311K 0.03%
+2,386
200
$310K 0.03%
+7,292
5 6 7
8
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