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
$866M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$566K
3
+$460K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
TTE icon
TotalEnergies
TTE
+$379K

Top Sells

1
+$4.06M
2
+$3.16M
3
+$2.84M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CRH icon
CRH
CRH
+$1.33M

Sector Composition

1 Technology 18.32%
2 Financials 10.98%
3 Healthcare 10.08%
4 Consumer Discretionary 7.29%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.75M 0.66%
52,301
-607
52
$5.75M 0.66%
48,930
-4,752
53
$5.72M 0.66%
21,602
-291
54
$5.57M 0.64%
28,358
-736
55
$5.52M 0.64%
73,692
-148
56
$5.39M 0.62%
21,552
-330
57
$5.37M 0.62%
92,514
+6,746
58
$5.32M 0.61%
32,604
-365
59
$5.19M 0.6%
34,260
-582
60
$5.16M 0.6%
58,040
-981
61
$5.09M 0.59%
16,852
+894
62
$4.98M 0.57%
87,029
+711
63
$4.93M 0.57%
23,735
+148
64
$4.78M 0.55%
27,467
-85
65
$4.64M 0.54%
48,049
-2,037
66
$4.59M 0.53%
12,800
67
$4.58M 0.53%
27,362
+184
68
$4.57M 0.53%
32,664
+64
69
$4.5M 0.52%
19,610
-64
70
$4.5M 0.52%
13,651
-1,986
71
$4.44M 0.51%
55,294
+465
72
$4.43M 0.51%
59,867
-38,358
73
$4.27M 0.49%
52,672
+706
74
$4.03M 0.46%
81,879
-12,239
75
$4.03M 0.46%
9,852
+42
1 2
3
4 5