BCM

BTC Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$11.1M
3
+$7.96M
4
GILD icon
Gilead Sciences
GILD
+$7.35M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Top Sells

1
+$6.57M
2
+$5.53M
3
+$5.31M
4
FISV
Fiserv Inc
FISV
+$5.14M
5
AVGO icon
Broadcom
AVGO
+$4.58M

Sector Composition

1 Technology 20.56%
2 Financials 12.45%
3 Consumer Discretionary 7.2%
4 Industrials 7.16%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.5M 0.52%
62,530
+7,730
52
$7.48M 0.52%
11,227
53
$7.43M 0.51%
81,044
+12,413
54
$7.4M 0.51%
28,414
-1,033
55
$7.4M 0.51%
9,287
-64
56
$7.28M 0.5%
119,327
-2,399
57
$6.82M 0.47%
51,721
+1,243
58
$6.68M 0.46%
8,812
-2
59
$6.66M 0.46%
17,567
60
$6.59M 0.45%
144,156
+5,787
61
$6.5M 0.45%
30,296
+659
62
$6.49M 0.45%
53,720
+3,542
63
$6.47M 0.45%
27,396
-4,702
64
$6.44M 0.44%
30,303
+544
65
$6.42M 0.44%
18,189
+3,224
66
$6.37M 0.44%
69,682
+11,524
67
$6.3M 0.43%
80,980
+9,144
68
$6.28M 0.43%
12,913
+1,761
69
$6.26M 0.43%
+33,139
70
$6.01M 0.41%
14,838
+2,304
71
$5.98M 0.41%
+185,977
72
$5.66M 0.39%
6,118
+413
73
$5.61M 0.39%
57,498
+3,080
74
$5.6M 0.39%
11,410
+2,399
75
$5.57M 0.38%
16,958
1 2
3
4 5