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
201
$322K 0.04%
1,296
-245
202
$321K 0.04%
5,108
-3,819
203
$314K 0.04%
8,697
-674
204
$314K 0.04%
9,558
-1,052
205
$314K 0.04%
16,968
+1,960
206
$311K 0.04%
1,036
-21
207
$304K 0.04%
8,524
208
$298K 0.04%
4,062
-261
209
$298K 0.04%
5,180
+674
210
$297K 0.04%
4,139
-148
211
$293K 0.04%
7,248
-18
212
$291K 0.04%
7,595
+705
213
$289K 0.03%
6,739
-54
214
$280K 0.03%
2,077
-25
215
$274K 0.03%
29,708
+2,903
216
$270K 0.03%
1,247
+25
217
$265K 0.03%
16,839
+530
218
$265K 0.03%
44,646
+6,752
219
$262K 0.03%
1,776
+225
220
$261K 0.03%
4,380
+256
221
$259K 0.03%
3,707
-1,593
222
$255K 0.03%
4,123
+524
223
$254K 0.03%
825
-100
224
$254K 0.03%
2,741
-79
225
$254K 0.03%
+1,244
7 8
9
10 11