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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
54
4
4
3
4
0
33
8
3
BTC CAPITAL MANAGEMENT INC

Time Period2018-12-31

Total Holdings173

Total Value ($x1000)558,432
Activities
New20

Increased93

Unchanged19

Decreased41

Sold Out16

Top 10 Stock Holdingstotal 29.25%
BND6.13

EFA4.07

IWB3.79

IVV3.02

MSFT2.38

 
IWM2.3

AAPL2.13

JPM1.87

IWF1.85

IWD1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BND
6.13%
TOTAL BND MRKT
EFA
4.07%
MSCI EAFE ETF
IWB
3.79%
RUS 1000 ETF
IVV
3.02%
CORE S&P500 ETF
MSFT
2.38%
COM
IWM
2.3%
RUSSELL 2000 ETF
AAPL
2.13%
COM
JPM
1.87%
COM
IWF
1.85%
RUS 1000 GRW ETF
IWD
1.71%
RUS 1000 VAL ETF
VWO
1.68%
FTSE EMR MKT ETF
JNJ
1.61%
COM
HON
1.58%
COM
CVX
1.53%
COM
VZ
1.4%
COM
AMZN
1.4%
COM
CSCO
1.34%
COM
PG
1.31%
COM
PNC
1.24%
COM
MA
1.14%
CL A
INTC
1.14%
COM
WMT
1.14%
COM
CVS
1.13%
COM
GOOGL
1.06%
CAP STK CL A
VUG
1.01%
GROWTH ETF
SPG
1%
COM
PFE
0.98%
COM
PEP
0.94%
COM
VTV
0.93%
VALUE ETF
BLK
0.91%
COM
TMO
0.89%
COM
ALL
0.86%
COM
PRU
0.85%
COM
DHR
0.83%
COM
ABBV
0.82%
COM
STI
0.82%
COM
BA
0.78%
COM
XOM
0.77%
COM
AVGO
0.76%
COM
FISV
0.76%
COM
VLO
0.75%
COM
MRK
0.72%
COM
IP
0.71%
COM
ADBE
0.7%
COM
UNH
0.7%
COM
ORLY
0.7%
COM
LOW
0.67%
COM
ICE
0.67%
COM
ETR
0.66%
COM
CTSH
0.66%
CL A
PEG
0.65%
COM
AMT
0.64%
COM
ZTS
0.63%
CL A
ROST
0.63%
COM
STOR
0.61%
COM
AWK
0.6%
COM
ING
0.59%
SPONSORED ADR
LYB
0.58%
SHS - A -
DIS
0.57%
COM DISNEY
MET
0.57%
COM
AES
0.56%
COM
MDT
0.56%
SHS
DWDP
0.56%
COM
NOC
0.55%
COM
NSC
0.54%
COM
FDX
0.54%
COM
COP
0.53%
COM
FB
0.51%
CL A
SBUX
0.51%
COM
SLB
0.51%
COM
GD
0.51%
COM
PHM
0.5%
COM
CCL
0.49%
PAIRED CTF
V
0.49%
COM CL A
GM
0.48%
COM
CMCSA
0.46%
CL A
MS
0.45%
COM NEW
EL
0.45%
CL A
IWR
0.45%
RUS MID-CAP ETF
DFS
0.44%
COM
SYY
0.43%
COM
SPY
0.41%
TR UNIT
T
0.41%
COM
CTL
0.41%
COM
XPO
0.41%
COM
AMP
0.41%
COM
MAS
0.4%
COM
TWO
0.4%
COM NEW
BMY
0.39%
COM
DAL
0.39%
COM NEW
SIVB
0.37%
COM
KSS
0.36%
COM
WTBA
0.36%
CAP STK
VEA
0.36%
FTSE DEV MKT ETF
IVE
0.34%
S&P 500 VAL ETF
DGX
0.33%
COM
VNQ
0.33%
REIT ETF
LRCX
0.33%
COM
CELG
0.33%
COM
SYF
0.29%
COM
CSJ
0.26%
1-3 YR CR BD ETF
MUB
0.26%
NAT AMT FREE BD
AGG
0.26%
CORE TOTUSBD ETF
VB
0.25%
SMALL CP ETF
VGK
0.24%
FTSE EUROPE ETF
OXY
0.23%
COM
COST
0.22%
COM
VBK
0.2%
SML CP GRW ETF
VBR
0.18%
SM CP VAL ETF
IJH
0.18%
CORE S&P MCP ETF
IVW
0.18%
S&P 500 GRWT ETF
IWO
0.18%
RUS 2000 GRW ETF
BKNG
0.17%
COM
MAC
0.17%
COM
CASY
0.16%
COM
BRK.A
0.16%
CL A
TPR
0.16%
COM
PYPL
0.16%
COM
WBA
0.14%
COM
ICF
0.14%
COHEN&STEER REIT
SYK
0.14%
COM
EFG
0.14%
EAFE GRWTH ETF
UN
0.14%
N Y SHS NEW
IWP
0.13%
RUS MD CP GR ETF
VPL
0.12%
MEGA CAP GRO ETF
EFV
0.12%
EAFE VALUE ETF
BAX
0.12%
COM
DE
0.12%
COM
SUB
0.11%
SHT NTLAMTFR ETF
FIS
0.11%
COM
RIO
0.1%
SPONSORED ADR
SHW
0.1%
COM
IWS
0.1%
RUS MDCP VAL ETF
IJR
0.1%
CORE S&P SCP ETF
LW
0.1%
COM
SMFG
0.09%
SPONSORED ADR
CRM
0.08%
COM
ADSK
0.08%
COM
TEF
0.08%
SPONSORED ADR
NVDA
0.08%
COM
BRK.B
0.07%
CL B NEW
NTAP
0.07%
COM
MCD
0.07%
COM
HBC
0.05%
SPON ADR NEW
FAST
0.05%
COM
MMM
0.05%
COM
NVO
0.05%
ADR
BBVA
0.05%
SPONSORED ADR
IX
0.05%
SPONSORED ADR
ST
0.05%
SHS
HMC
0.05%
AMERN SHS
NEE
0.05%
COM
MGA
0.05%
COM
SQ
0.05%
CL A
GOOG
0.05%
CAP STK CL C
NVS
0.05%
SPONSORED ADR
EEM
0.05%
MSCI EMG MKT ETF
IWW
0.05%
RUS 3000 VAL ETF
NFLX
0.04%
COM
WFC
0.04%
COM
LYV
0.04%
COM
SNY
0.04%
SPONSORED ADR
ABT
0.04%
COM
PXD
0.04%
COM
TGT
0.04%
COM
EMR
0.04%
COM
PM
0.04%
COM
RDS/B
0.04%
SPON ADR B
TOT
0.04%
SPONSORED ADR
SNR
0.04%
COM
HOLI
0.03%
SHS
WBK
0.03%
SPONSORED ADR
AEG
0.01%
NY REGISTRY SH
OZK
0.49%
COM
DXC
0.4%
COM
ATH
0.32%
CL A
EA
0.13%
COM
TXN
0.13%
COM
VMC
0.11%
COM
APTV
0.09%
SHS
CP
0.08%
COM
AMAT
0.05%
COM
RTN
0.05%
COM NEW
CRSP
0.04%
NAMEN AKT
IDXX
0.04%
COM
ULTA
0.04%
COM
IWN
0.03%
RUS 2000 VAL ETF
UBS
0.03%
SHS
MTU
0.01%
SPONSORED ADR