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
201
$303K 0.03%
+3,800
202
$302K 0.03%
+38,913
203
$294K 0.03%
+14,726
204
$290K 0.03%
+4,780
205
$281K 0.03%
+2,180
206
$279K 0.03%
+4,878
207
$278K 0.03%
+7,226
208
$277K 0.03%
+5,901
209
$274K 0.03%
+14,599
210
$273K 0.03%
+3,403
211
$269K 0.02%
+10,288
212
$269K 0.02%
+4,389
213
$261K 0.02%
+2,466
214
$254K 0.02%
+3,339
215
$248K 0.02%
+4,390
216
$238K 0.02%
+1,011
217
$238K 0.02%
+2,107
218
$230K 0.02%
+766
219
$228K 0.02%
+7,940
220
$222K 0.02%
+3,619
221
$210K 0.02%
+4,559
222
$206K 0.02%
+2,050
223
$143K 0.01%
+3,267
224
$119K 0.01%
+12,000
225
$32.2K ﹤0.01%
+3,333
5 6 7 8
9