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
$717M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.29M
3
+$3.07M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.03M
5
CSGP icon
CoStar Group
CSGP
+$2.86M

Top Sells

1
+$4.79M
2
+$4.68M
3
+$3.17M
4
SYY icon
Sysco
SYY
+$2.93M
5
IP icon
International Paper
IP
+$2.88M

Sector Composition

1 Technology 16.14%
2 Financials 11.56%
3 Healthcare 11.36%
4 Communication Services 7.18%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-35,846
202
– –
-53,461
203
– –
-8,325
5 6 7 8
9