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
26
$9.89M 0.98%
116,683
-713
27
$9.72M 0.96%
174,230
-7,668
28
$9.45M 0.93%
12,364
-46
29
$9.45M 0.93%
63,932
-1,783
30
$9.39M 0.93%
55,945
-3,157
31
$9.28M 0.92%
83,564
-390
32
$9.24M 0.91%
18,120
-1,564
33
$8.91M 0.88%
244,544
+17,813
34
$8.79M 0.87%
54,445
+14,055
35
$8.71M 0.86%
24,358
-2,313
36
$8.62M 0.85%
14,592
-3,426
37
$8.35M 0.83%
20,320
+10,246
38
$8.27M 0.82%
40,258
+19,360
39
$8.07M 0.8%
150,030
+4,320
40
$7.92M 0.78%
263,422
+16,026
41
$7.64M 0.76%
34,401
+1,031
42
$7.61M 0.75%
29,291
-3,753
43
$7.61M 0.75%
16,698
+878
44
$7.43M 0.73%
162,086
+87,953
45
$7.35M 0.73%
53,566
-5,177
46
$7.33M 0.72%
20,415
+7,020
47
$7.01M 0.69%
16,886
+13,585
48
$7M 0.69%
153,255
-14,655
49
$6.98M 0.69%
36,963
-1,244
50
$6.88M 0.68%
27,746
+143
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