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
$896M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.51M
3
+$4.46M
4
FCX icon
Freeport-McMoran
FCX
+$3.76M
5
MSFT icon
Microsoft
MSFT
+$3.46M

Top Sells

1
+$6.86M
2
+$5.52M
3
+$5.21M
4
VZ icon
Verizon
VZ
+$3.4M
5
SIVB
SVB Financial Group
SIVB
+$2.18M

Sector Composition

1 Technology 16.24%
2 Financials 12.04%
3 Healthcare 10.59%
4 Communication Services 7.03%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 1.18%
101,168
-5,711
27
$10.5M 1.17%
202,125
+16,155
28
$10.1M 1.13%
85,846
+6,224
29
$9.89M 1.1%
33,607
+2,712
30
$9.72M 1.09%
163,190
+4,750
31
$9.47M 1.06%
66,925
+10,456
32
$9.14M 1.02%
120,824
-3,853
33
$9.11M 1.02%
19,156
+1,415
34
$8.33M 0.93%
63,293
+3,317
35
$8.08M 0.9%
21,702
+1,488
36
$7.31M 0.82%
36,599
+2,528
37
$7.18M 0.8%
36,242
-3,809
38
$7.02M 0.78%
66,202
+7,938
39
$6.63M 0.74%
57,822
-5,346
40
$6.54M 0.73%
260,072
+179,400
41
$6.53M 0.73%
54,900
+3,746
42
$6.46M 0.72%
41,063
-3,458
43
$6.43M 0.72%
189,645
+13,680
44
$6.36M 0.71%
57,018
+3,527
45
$6.27M 0.7%
29,607
+1,541
46
$6.25M 0.7%
98,936
+10,672
47
$6.13M 0.68%
67,984
+530
48
$6.11M 0.68%
30,183
+1,659
49
$5.95M 0.66%
20,955
+1,313
50
$5.94M 0.66%
80,870
+1,461
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