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
$866M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$566K
3
+$460K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
TTE icon
TotalEnergies
TTE
+$379K

Top Sells

1
+$4.06M
2
+$3.16M
3
+$2.84M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CRH icon
CRH
CRH
+$1.33M

Sector Composition

1 Technology 18.32%
2 Financials 10.98%
3 Healthcare 10.08%
4 Consumer Discretionary 7.29%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9M 1.04%
13,919
+711
27
$8.93M 1.03%
201,396
-12,467
28
$8.73M 1.01%
106,921
+758
29
$8.65M 1%
28,802
-663
30
$8.57M 0.99%
79,895
-8,662
31
$8.18M 0.94%
16,044
-729
32
$7.95M 0.92%
57,617
-370
33
$7.78M 0.9%
20,629
+13
34
$7.75M 0.89%
39,342
+249
35
$7.53M 0.87%
14,925
+375
36
$7.18M 0.83%
69,708
+962
37
$7.07M 0.82%
258,724
38
$6.95M 0.8%
61,945
+1,106
39
$6.64M 0.77%
95,080
-449
40
$6.57M 0.76%
114,651
+2,538
41
$6.5M 0.75%
12,840
+52
42
$6.37M 0.73%
155,788
+1,147
43
$6.28M 0.73%
103,680
-2,145
44
$6.25M 0.72%
14,627
45
$6.21M 0.72%
60,524
-6,023
46
$6.13M 0.71%
27,891
+179
47
$6.1M 0.7%
35,067
+113
48
$5.97M 0.69%
52,840
-1,498
49
$5.89M 0.68%
11,520
-236
50
$5.78M 0.67%
40,757
-488
1
2
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