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
$1.08B
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.61M
3
+$5.17M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.84M
5
BND icon
Vanguard Total Bond Market
BND
+$3.61M

Top Sells

1
+$6.72M
2
+$6.62M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$5.81M
5
CSCO icon
Cisco
CSCO
+$5.52M

Sector Composition

1 Technology 21.93%
2 Financials 10.74%
3 Healthcare 8.07%
4 Consumer Discretionary 7.64%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 0.99%
68,235
-2,001
27
$10.7M 0.99%
82,266
-1,025
28
$10.6M 0.99%
109,309
-6,117
29
$10.6M 0.98%
64,310
-5,341
30
$10.6M 0.98%
19,003
+540
31
$10.4M 0.97%
175,762
-3,333
32
$10.3M 0.95%
13,056
-1,261
33
$9.7M 0.9%
68,717
+62,072
34
$9.44M 0.88%
58,860
-265
35
$9.31M 0.86%
87,410
-29,071
36
$9.1M 0.84%
73,495
-919
37
$9.07M 0.84%
13,802
-105
38
$9.06M 0.84%
288,264
+3,384
39
$8.58M 0.8%
39,984
-1,802
40
$8.54M 0.79%
22,856
-380
41
$8.39M 0.78%
76,166
-5,322
42
$8.33M 0.77%
55,884
-1,635
43
$8.18M 0.76%
115,552
-16,355
44
$8.04M 0.75%
15,788
-34
45
$7.99M 0.74%
71,152
+1,660
46
$7.96M 0.74%
14,627
47
$7.89M 0.73%
112,125
-2,010
48
$7.76M 0.72%
25,873
-301
49
$7.38M 0.68%
13,340
-225
50
$7.26M 0.67%
30,010
+198
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