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
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.04M
3
+$8.73M
4
DE icon
Deere & Co
DE
+$5.64M
5
SIVB
SVB Financial Group
SIVB
+$5.26M

Top Sells

1
+$6.01M
2
+$4.95M
3
+$4.68M
4
LULU icon
lululemon athletica
LULU
+$4.3M
5
AVGO icon
Broadcom
AVGO
+$3.47M

Sector Composition

1 Technology 16.61%
2 Financials 11.23%
3 Healthcare 9.77%
4 Industrials 8.46%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.71M 0.66%
50,770
-1,077
52
$6.54M 0.65%
14,487
+2,630
53
$6.51M 0.64%
72,643
-26,972
54
$6.47M 0.64%
59,004
+24,265
55
$6.41M 0.63%
63,382
-46
56
$6.32M 0.62%
64,443
-4,990
57
$6.2M 0.61%
38,150
-11,426
58
$5.73M 0.57%
56,460
+727
59
$5.66M 0.56%
18,879
+3,917
60
$5.55M 0.55%
26,175
+3,597
61
$5.44M 0.54%
66,374
+1,596
62
$5.44M 0.54%
11,320
+459
63
$5.38M 0.53%
154,510
+85,586
64
$5.2M 0.51%
22,500
+5,697
65
$4.93M 0.49%
95,282
-5,198
66
$4.9M 0.48%
98,475
-21,117
67
$4.9M 0.48%
82,351
-3,395
68
$4.89M 0.48%
62,603
+1,087
69
$4.88M 0.48%
27,749
-126
70
$4.85M 0.48%
19,260
+16,720
71
$4.77M 0.47%
36,354
+681
72
$4.72M 0.47%
+13,011
73
$4.7M 0.46%
15,658
-2,146
74
$4.52M 0.45%
+93,132
75
$4.45M 0.44%
22,891
-967
1 2
3
4 5