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
$1.09B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.66M
3
+$5.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.87M

Top Sells

1
+$6.82M
2
+$4.65M
3
+$2.21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.68M

Sector Composition

1 Technology 19.31%
2 Financials 11.13%
3 Healthcare 8.52%
4 Consumer Discretionary 7.25%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.08%
164,530
-4,658
27
$11.6M 1.06%
298,012
+14,798
28
$11.2M 1.03%
92,093
+3,812
29
$11.1M 1.02%
50,454
-390
30
$10.4M 0.95%
74,621
+2,636
31
$10.4M 0.95%
109,140
-1,485
32
$10.2M 0.93%
59,063
-616
33
$10M 0.92%
19,522
+11,022
34
$9.99M 0.91%
21,273
+175
35
$9.49M 0.87%
75,903
+1,576
36
$9.05M 0.83%
52,490
+367
37
$9M 0.82%
37,995
+934
38
$8.67M 0.79%
10,502
+1,265
39
$8.65M 0.79%
32,414
-334
40
$8.1M 0.74%
53,989
+2,587
41
$8.05M 0.74%
113,508
+4,763
42
$7.76M 0.71%
14,815
-439
43
$7.7M 0.7%
108,730
+921
44
$7.57M 0.69%
12,333
-716
45
$7.43M 0.68%
66,492
-601
46
$7.2M 0.66%
26,486
+344
47
$7.19M 0.66%
30,833
+434
48
$7.02M 0.64%
29,487
-314
49
$6.54M 0.6%
72,868
-553
50
$6.51M 0.6%
61,725
-154
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