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
$1.08B
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.61M
3
+$5.17M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.84M
5
BND icon
Vanguard Total Bond Market
BND
+$3.61M

Top Sells

1
+$6.72M
2
+$6.62M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$5.81M
5
CSCO icon
Cisco
CSCO
+$5.52M

Sector Composition

1 Technology 21.93%
2 Financials 10.74%
3 Healthcare 8.07%
4 Consumer Discretionary 7.64%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.11M 0.66%
51,970
-1,439
52
$7M 0.65%
31,148
-357
53
$6.92M 0.64%
31,389
+583
54
$6.84M 0.63%
7,554
+5,713
55
$6.61M 0.61%
26,471
-652
56
$6.47M 0.6%
58,753
-889
57
$6.24M 0.58%
35,397
+3
58
$6.16M 0.57%
12,850
+50
59
$5.94M 0.55%
127,937
-3,341
60
$5.82M 0.54%
109,061
+1,010
61
$5.72M 0.53%
57,613
+323
62
$5.56M 0.52%
57,777
-995
63
$5.54M 0.51%
276,529
-1,051
64
$5.54M 0.51%
31,935
-1,513
65
$5.42M 0.5%
17,567
66
$5.41M 0.5%
33,911
-666
67
$5.29M 0.49%
11,857
-96
68
$5.18M 0.48%
75,519
-1,124
69
$4.84M 0.45%
+10,320
70
$4.69M 0.44%
50,658
71
$4.65M 0.43%
10,891
-2,296
72
$4.55M 0.42%
29,015
-9,158
73
$4.39M 0.41%
12,745
-1,720
74
$4.34M 0.4%
91,371
-116,100
75
$4.25M 0.39%
8,500
1 2
3
4 5