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| BTC Capital Management Inc
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| |
|---|---|
| CRD # | 127158 |
| SEC # | 801-62140 |
| CIK # | 0001611848 |
| AUM | $3.8 BB (2024-03-27) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 515-245-5638 |
| Address | 453 7th Street Des Moines, IA 50309-3702 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 47.8 | |
| AAPL | 2,382,844.0 | 45.1 | |
| NVDA | 399,550.0 | 39.0 | |
| GOOGL | 1,475,138.5 | 29.3 | |
| AMZN | 1,092,997.8 | 24.3 | |
| AVGO | 201,282.9 | 22.6 | |
| WMT | 335,434.5 | 17.0 | |
| JPM | 340,169.2 | 16.9 | |
| LRCX | 60,793.2 | 15.7 | |
| META | 434,852.0 | 14.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 20 | 3.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 31 | 0.2 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,543 | 3.8 |
| By Discretionary | ||
| Discretionary | 2,535 | 2.7 |
| Non-Discretionary | 8 | 1.2 |
| Total | 2,543 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 2,543 | 3.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001611848] |
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