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
$1.09B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.66M
3
+$5.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.87M

Top Sells

1
+$6.82M
2
+$4.65M
3
+$2.21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.68M

Sector Composition

1 Technology 19.31%
2 Financials 11.13%
3 Healthcare 8.52%
4 Consumer Discretionary 7.25%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.83M 0.35%
45,078
-301
77
$3.63M 0.33%
19,037
-228
78
$3.49M 0.32%
65,835
+13,526
79
$3.48M 0.32%
10,320
+1,281
80
$3.46M 0.32%
16,351
+1,638
81
$3.45M 0.32%
66,217
+11,202
82
$3.42M 0.31%
40,240
+12,169
83
$3.35M 0.31%
40,058
+9,040
84
$2.89M 0.26%
33,801
-1,528
85
$2.88M 0.26%
56,608
+3,057
86
$2.77M 0.25%
39,460
-364
87
$2.65M 0.24%
89,586
88
$2.59M 0.24%
28,609
89
$2.46M 0.22%
159,010
+6,364
90
$2.45M 0.22%
143,971
+32,767
91
$2.43M 0.22%
40,837
+2,879
92
$2.43M 0.22%
37,591
+1,268
93
$2.4M 0.22%
3
94
$2.33M 0.21%
10,526
+35
95
$2.23M 0.2%
87,867
+27,482
96
$2.16M 0.2%
62,033
+12,096
97
$2.09M 0.19%
37,243
+4,572
98
$2.08M 0.19%
12,000
99
$2.08M 0.19%
6,672
+482
100
$2.04M 0.19%
97,618
+14,413
2 3
4
5 6