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
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.68M
3
+$4.38M
4
PYPL icon
PayPal
PYPL
+$4.38M
5
MAR icon
Marriott International
MAR
+$4.27M

Top Sells

1
+$6.28M
2
+$5.37M
3
+$4.58M
4
NSC icon
Norfolk Southern
NSC
+$3.23M
5
CSGP icon
CoStar Group
CSGP
+$3.06M

Sector Composition

1 Technology 17.18%
2 Healthcare 10.59%
3 Financials 10.57%
4 Consumer Discretionary 8.17%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.46M 0.64%
69,433
+3,263
52
$6.23M 0.62%
9,216
+88
53
$6.23M 0.62%
85,746
+13,203
54
$6.21M 0.61%
14,962
+1,277
55
$6.01M 0.59%
105,180
+2,386
56
$5.93M 0.59%
100,480
+10,915
57
$5.89M 0.58%
+27,603
58
$5.79M 0.57%
55,733
-84
59
$5.63M 0.56%
11,857
60
$5.44M 0.54%
226,731
+8,320
61
$5.37M 0.53%
17,804
-13
62
$5.22M 0.52%
22,578
+326
63
$5.11M 0.5%
61,516
64
$4.99M 0.49%
119,592
+4,141
65
$4.97M 0.49%
23,858
+3,158
66
$4.97M 0.49%
64,778
+1,250
67
$4.95M 0.49%
26,244
+23,225
68
$4.84M 0.48%
96,464
+12,203
69
$4.79M 0.47%
28,567
+428
70
$4.75M 0.47%
10,074
+188
71
$4.7M 0.46%
80,190
+34,164
72
$4.68M 0.46%
+13,395
73
$4.68M 0.46%
66,584
+1,498
74
$4.6M 0.45%
27,875
+25,856
75
$4.5M 0.45%
20,898
+121
1 2
3
4 5