BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$19.4M
3 +$16.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.57%
2 Healthcare 11.11%
3 Technology 10.01%
4 Energy 7.53%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.2M 5.11%
+246,123
2
$19.4M 4.9%
+301,768
3
$16.1M 4.08%
+146,603
4
$10.8M 2.75%
+54,658
5
$8.97M 2.27%
+82,044
6
$8.86M 2.25%
+212,376
7
$8.54M 2.16%
+339,340
8
$7.11M 1.8%
+118,055
9
$6.83M 1.73%
+142,494
10
$6.33M 1.6%
+126,783
11
$6.24M 1.58%
+72,899
12
$5.89M 1.49%
+140,885
13
$5.84M 1.48%
+125,995
14
$5.22M 1.32%
+65,562
15
$5.21M 1.32%
+193,840
16
$5.08M 1.29%
+15,463
17
$4.67M 1.18%
+151,207
18
$4.37M 1.11%
+35,941
19
$4.2M 1.07%
+45,698
20
$4.18M 1.06%
+56,522
21
$4.17M 1.06%
+47,437
22
$4.16M 1.05%
+92,956
23
$4.04M 1.02%
+57,780
24
$4M 1.01%
+47,763
25
$3.92M 0.99%
+39,342