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
$1.09B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.66M
3
+$5.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.87M

Top Sells

1
+$6.82M
2
+$4.65M
3
+$2.21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.68M

Sector Composition

1 Technology 19.31%
2 Financials 11.13%
3 Healthcare 8.52%
4 Consumer Discretionary 7.25%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.43M 0.59%
12,920
+65
52
$6.42M 0.59%
30,985
+118
53
$6.29M 0.58%
30,031
-256
54
$6.28M 0.57%
11,227
-150
55
$6.28M 0.57%
25,745
+347
56
$6.13M 0.56%
49,353
-300
57
$6M 0.55%
12,800
58
$5.99M 0.55%
15,612
-876
59
$5.96M 0.55%
57,791
+466
60
$5.8M 0.53%
123,321
+1,914
61
$5.78M 0.53%
11,366
+155
62
$5.77M 0.53%
18,150
+583
63
$5.58M 0.51%
68,437
+11,416
64
$5.5M 0.5%
253,307
+371
65
$5.5M 0.5%
11,339
+309
66
$5.36M 0.49%
8,822
+95
67
$5.33M 0.49%
25,993
+58
68
$5.31M 0.49%
47,330
-6,325
69
$5.05M 0.46%
+18,383
70
$4.87M 0.45%
18,837
+14,961
71
$4.66M 0.43%
50,178
-480
72
$4.21M 0.39%
+45,896
73
$4.06M 0.37%
45,127
+3,997
74
$4.04M 0.37%
8,340
+1,078
75
$3.93M 0.36%
10,717
+1,681
1 2
3
4 5