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
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.68M
3
+$4.38M
4
PYPL icon
PayPal
PYPL
+$4.38M
5
MAR icon
Marriott International
MAR
+$4.27M

Top Sells

1
+$6.28M
2
+$5.37M
3
+$4.58M
4
NSC icon
Norfolk Southern
NSC
+$3.23M
5
CSGP icon
CoStar Group
CSGP
+$3.06M

Sector Composition

1 Technology 17.18%
2 Healthcare 10.59%
3 Financials 10.57%
4 Consumer Discretionary 8.17%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.08%
117,396
+3,297
27
$10.9M 1.07%
36,474
-10,859
28
$10.5M 1.04%
145,710
+2,730
29
$10.4M 1.03%
167,625
+1,110
30
$10.3M 1.02%
59,102
+2,115
31
$9.93M 0.98%
19,684
+612
32
$9.67M 0.96%
65,715
+3,098
33
$9.64M 0.95%
33,044
+263
34
$9.57M 0.95%
26,671
-1,900
35
$9.33M 0.92%
38,207
-140
36
$9.09M 0.9%
58,743
+2,393
37
$8.97M 0.89%
15,820
+132
38
$8.69M 0.86%
99,615
+2,658
39
$8.69M 0.86%
83,954
+8,645
40
$8.52M 0.84%
289,880
-12,180
41
$7.92M 0.78%
247,396
42
$7.9M 0.78%
167,910
-12,750
43
$7.28M 0.72%
28,198
-1,093
44
$7.13M 0.71%
37,779
+716
45
$7.08M 0.7%
51,847
-2,955
46
$6.99M 0.69%
10,861
-30
47
$6.8M 0.67%
40,390
+429
48
$6.71M 0.66%
49,576
+2,404
49
$6.54M 0.65%
63,428
+2,723
50
$6.47M 0.64%
22,076
+477
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