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
$866M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$566K
3
+$460K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
TTE icon
TotalEnergies
TTE
+$379K

Top Sells

1
+$4.06M
2
+$3.16M
3
+$2.84M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CRH icon
CRH
CRH
+$1.33M

Sector Composition

1 Technology 18.32%
2 Financials 10.98%
3 Healthcare 10.08%
4 Consumer Discretionary 7.29%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.01M 0.46%
10,970
+14
77
$3.82M 0.44%
15,605
78
$3.71M 0.43%
215,419
-2,424
79
$3.65M 0.42%
14,293
-1,468
80
$3.62M 0.42%
32,484
+831
81
$3.58M 0.41%
19,393
-645
82
$3.47M 0.4%
105,192
+1,251
83
$3.43M 0.4%
50,128
84
$3.34M 0.39%
8,500
85
$3.23M 0.37%
33,780
+513
86
$3.18M 0.37%
45,916
-15,600
87
$3.13M 0.36%
41,529
+1,002
88
$2.93M 0.34%
19,037
89
$2.87M 0.33%
36,643
-2,452
90
$2.78M 0.32%
91,088
-14,227
91
$2.72M 0.31%
62,161
92
$2.5M 0.29%
53,984
+406
93
$2.35M 0.27%
164,418
+5,121
94
$2.3M 0.27%
34,389
-904
95
$2.29M 0.26%
78,782
-784
96
$2.26M 0.26%
14,468
+1,006
97
$2.23M 0.26%
89,586
98
$2.21M 0.26%
33,643
+5,769
99
$2.21M 0.26%
28,323
-115
100
$2.19M 0.25%
37,775
-267
2 3
4
5 6