BCM

BTC Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.59M
3
+$5.56M
4
COF icon
Capital One
COF
+$5.55M
5
BSX icon
Boston Scientific
BSX
+$5.51M

Top Sells

1
+$7.76M
2
+$6.97M
3
+$6.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.43M
5
FDX icon
FedEx
FDX
+$6.28M

Sector Composition

1 Technology 21.29%
2 Financials 12.16%
3 Consumer Discretionary 7.41%
4 Industrials 6.9%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.88M 0.56%
65,624
-868
52
$6.72M 0.55%
39,033
-11,421
53
$6.62M 0.54%
+9,351
54
$6.33M 0.52%
+29,759
55
$6.24M 0.51%
68,631
+22,735
56
$6.17M 0.5%
17,567
-583
57
$6.15M 0.5%
8,814
-8
58
$5.99M 0.49%
121,726
-1,595
59
$5.96M 0.49%
29,637
-1,348
60
$5.93M 0.48%
54,194
+6,864
61
$5.87M 0.48%
11,152
-214
62
$5.83M 0.48%
+54,418
63
$5.78M 0.47%
14,965
-647
64
$5.75M 0.47%
58,158
+367
65
$5.73M 0.47%
71,836
+3,399
66
$5.7M 0.47%
+138,369
67
$5.64M 0.46%
+5,705
68
$5.53M 0.45%
28,037
+2,044
69
$5.52M 0.45%
50,178
70
$5.5M 0.45%
+24,083
71
$5.33M 0.44%
50,478
+1,125
72
$5.31M 0.43%
11,928
+589
73
$5.15M 0.42%
16,958
-1,425
74
$4.75M 0.39%
9,011
+671
75
$4.57M 0.37%
32,098
-8,142
1 2
3
4 5