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
$896M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.51M
3
+$4.46M
4
FCX icon
Freeport-McMoran
FCX
+$3.76M
5
MSFT icon
Microsoft
MSFT
+$3.46M

Top Sells

1
+$6.86M
2
+$5.52M
3
+$5.21M
4
VZ icon
Verizon
VZ
+$3.4M
5
SIVB
SVB Financial Group
SIVB
+$2.18M

Sector Composition

1 Technology 16.24%
2 Financials 12.04%
3 Healthcare 10.59%
4 Communication Services 7.03%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.96M 0.44%
60,776
77
$3.91M 0.44%
108,018
+11,401
78
$3.76M 0.42%
+114,086
79
$3.74M 0.42%
56,573
+7,045
80
$3.73M 0.42%
16,882
-8,130
81
$3.68M 0.41%
63,315
-58,493
82
$3.67M 0.41%
10,405
+950
83
$3.64M 0.41%
49,204
84
$3.31M 0.37%
64,642
-6,038
85
$2.76M 0.31%
99,833
-22,615
86
$2.69M 0.3%
19,037
87
$2.67M 0.3%
47,717
-9,169
88
$2.63M 0.29%
53,551
89
$2.63M 0.29%
45,734
-10,609
90
$2.55M 0.28%
33,548
-516
91
$2.5M 0.28%
50,388
-20,630
92
$2.28M 0.25%
55,950
-8,219
93
$2.26M 0.25%
24,597
94
$2.25M 0.25%
35,760
+997
95
$2.25M 0.25%
10,491
96
$2.16M 0.24%
7,874
+25
97
$1.76M 0.2%
10,868
+203
98
$1.69M 0.19%
23,561
-6,995
99
$1.67M 0.19%
5,537
100
$1.54M 0.17%
4
2 3
4
5 6