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
$896M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.51M
3
+$4.46M
4
FCX icon
Freeport-McMoran
FCX
+$3.76M
5
MSFT icon
Microsoft
MSFT
+$3.46M

Top Sells

1
+$6.86M
2
+$5.52M
3
+$5.21M
4
VZ icon
Verizon
VZ
+$3.4M
5
SIVB
SVB Financial Group
SIVB
+$2.18M

Sector Composition

1 Technology 16.24%
2 Financials 12.04%
3 Healthcare 10.59%
4 Communication Services 7.03%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.79M 0.65%
24,187
+1,333
52
$5.76M 0.64%
38,452
+2,765
53
$5.75M 0.64%
109,608
+5,542
54
$5.49M 0.61%
72,973
+993
55
$5.41M 0.6%
49,989
+4,126
56
$5.31M 0.59%
24,439
+2,164
57
$5.3M 0.59%
13,361
58
$5.23M 0.58%
12,630
+463
59
$5.22M 0.58%
85,578
+9,069
60
$5.21M 0.58%
22,418
-1,006
61
$5M 0.56%
77,479
-383
62
$4.95M 0.55%
21,435
+3,920
63
$4.87M 0.54%
398,127
64
$4.87M 0.54%
9,917
-4,440
65
$4.85M 0.54%
12,666
+877
66
$4.83M 0.54%
36,293
+2,774
67
$4.45M 0.5%
25,353
-2,572
68
$4.43M 0.5%
74,050
+3,512
69
$4.38M 0.49%
329,400
+25,680
70
$4.34M 0.48%
112,204
+15,916
71
$4.15M 0.46%
37,472
+3,066
72
$4.11M 0.46%
47,104
-18,482
73
$4.06M 0.45%
177,620
-5,946
74
$4.01M 0.45%
48,850
+3,880
75
$3.97M 0.44%
13,030
+762
1 2
3
4 5