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
$818M
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.72M
3
+$4.19M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.06M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.5M

Top Sells

1
+$9.34M
2
+$7.9M
3
+$4.19M
4
NVDA icon
NVIDIA
NVDA
+$4.17M
5
SIVB
SVB Financial Group
SIVB
+$3.44M

Sector Composition

1 Technology 15.44%
2 Healthcare 10.88%
3 Financials 10.15%
4 Consumer Discretionary 7.41%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$156K 0.02%
2,785
-829
252
$133K 0.02%
12,000
253
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-2,982
254
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-1,125
255
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-4,551
256
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-1,963
257
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-1,505
258
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-5,926
259
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-28,504
260
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-4,824
261
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-8,420
262
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-2,090
263
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-9,010
264
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-700
265
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-2,555
266
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-3,014
267
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268
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-395
269
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-3,204
7 8 9 10
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