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
$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
1
$46.8M 4.28%
+644,235
2
$45.7M 4.18%
+108,636
3
$39M 3.56%
+227,336
4
$32.1M 2.94%
+404,471
5
$30.6M 2.8%
+90,888
6
$26.1M 2.39%
+288,980
7
$25M 2.28%
+165,324
8
$24.5M 2.24%
+84,911
9
$20.5M 1.87%
+102,248
10
$19.7M 1.8%
+148,540
11
$19.5M 1.79%
+108,309
12
$18M 1.64%
+100,270
13
$15.4M 1.41%
+256,570
14
$14.5M 1.33%
+149,560
15
$14.5M 1.32%
+91,421
16
$14.1M 1.29%
+86,865
17
$14M 1.28%
+26,580
18
$13.4M 1.23%
+27,694
19
$13M 1.19%
+61,924
20
$12.9M 1.18%
+71,093
21
$12.5M 1.15%
+116,481
22
$12.5M 1.14%
+36,312
23
$12.3M 1.13%
+83,291
24
$12.3M 1.13%
+25,592
25
$12.3M 1.13%
+294,765