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
$1.08B
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.61M
3
+$5.17M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.84M
5
BND icon
Vanguard Total Bond Market
BND
+$3.61M

Top Sells

1
+$6.72M
2
+$6.62M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$5.81M
5
CSCO icon
Cisco
CSCO
+$5.52M

Sector Composition

1 Technology 21.93%
2 Financials 10.74%
3 Healthcare 8.07%
4 Consumer Discretionary 7.64%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.25M 0.39%
38,583
-5,352
77
$4.04M 0.38%
79,119
-16,991
78
$3.81M 0.35%
50,514
+489
79
$3.7M 0.34%
45,586
80
$3.51M 0.33%
19,265
81
$3.46M 0.32%
16,209
-2,448
82
$3.46M 0.32%
73,237
-8,848
83
$3.34M 0.31%
12,791
-1,553
84
$3.11M 0.29%
39,522
+4,839
85
$2.65M 0.25%
53,551
86
$2.59M 0.24%
48,380
-8,620
87
$2.58M 0.24%
28,246
+3,071
88
$2.56M 0.24%
62,735
-8,986
89
$2.55M 0.24%
38,138
-156
90
$2.54M 0.24%
89,586
91
$2.29M 0.21%
10,491
92
$2.16M 0.2%
32,344
-1,502
93
$2.14M 0.2%
25,572
94
$2.13M 0.2%
158,700
-25,185
95
$2.13M 0.2%
51,536
+3,938
96
$2.08M 0.19%
53,066
-171,576
97
$1.97M 0.18%
12,000
98
$1.93M 0.18%
121,615
-56,318
99
$1.91M 0.18%
7,622
-38
100
$1.86M 0.17%
13,612
-784
2 3
4
5 6