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
$1.01B
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.04M
3
+$8.73M
4
DE icon
Deere & Co
DE
+$5.64M
5
SIVB
SVB Financial Group
SIVB
+$5.26M

Top Sells

1
+$6.01M
2
+$4.95M
3
+$4.68M
4
LULU icon
lululemon athletica
LULU
+$4.3M
5
AVGO icon
Broadcom
AVGO
+$3.47M

Sector Composition

1 Technology 16.61%
2 Financials 11.23%
3 Healthcare 9.77%
4 Industrials 8.46%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$316K 0.03%
3,658
+515
227
$315K 0.03%
6,709
+582
228
$315K 0.03%
7,498
-340
229
$310K 0.03%
+1,969
230
$308K 0.03%
2,355
-1,480
231
$304K 0.03%
+6,477
232
$303K 0.03%
1,006
-23
233
$300K 0.03%
2,555
-76
234
$299K 0.03%
8,709
+871
235
$295K 0.03%
4,138
-2,590
236
$295K 0.03%
+3,614
237
$294K 0.03%
3,550
238
$293K 0.03%
2,982
+65
239
$288K 0.03%
4,096
-134
240
$279K 0.03%
4,500
241
$276K 0.03%
2,736
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242
$271K 0.03%
+11,278
243
$270K 0.03%
6,693
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244
$264K 0.03%
2,666
-11
245
$248K 0.02%
700
246
$245K 0.02%
1,963
247
$240K 0.02%
5,926
+1,236
248
$238K 0.02%
+4,036
249
$231K 0.02%
925
250
$228K 0.02%
+1,125
8 9
10
11 12