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
$1.12B
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$5.36M
3
+$5.31M
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$5.06M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.4M

Top Sells

1
+$9.23M
2
+$4.67M
3
+$4.36M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.05M
5
NKE icon
Nike
NKE
+$3.81M

Sector Composition

1 Technology 20.74%
2 Financials 11.12%
3 Healthcare 8.93%
4 Consumer Discretionary 7.51%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$466K 0.04%
1,463
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177
$466K 0.04%
4,758
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178
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182
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196
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198
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1,146
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199
$292K 0.03%
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200
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3,057
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5 6 7
8
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