BCM

BTC Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.59M
3
+$5.56M
4
COF icon
Capital One
COF
+$5.55M
5
BSX icon
Boston Scientific
BSX
+$5.51M

Top Sells

1
+$7.76M
2
+$6.97M
3
+$6.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.43M
5
FDX icon
FedEx
FDX
+$6.28M

Sector Composition

1 Technology 21.29%
2 Financials 12.16%
3 Consumer Discretionary 7.41%
4 Industrials 6.9%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.54M 0.37%
12,534
+1,817
77
$4.36M 0.36%
50,717
+5,590
78
$4.24M 0.35%
64,318
-1,517
79
$4.14M 0.34%
45,028
-50
80
$4.01M 0.33%
17,420
+1,069
81
$3.88M 0.32%
70,116
+3,899
82
$3.81M 0.31%
12,418
+2,098
83
$3.8M 0.31%
46,490
+6,432
84
$3.72M 0.3%
19,037
85
$3.05M 0.25%
53,551
-3,057
86
$3.02M 0.25%
36,828
+3,027
87
$2.98M 0.24%
38,443
-1,017
88
$2.93M 0.24%
89,586
89
$2.92M 0.24%
4
+1
90
$2.55M 0.21%
28,609
91
$2.54M 0.21%
36,970
+670
92
$2.51M 0.2%
166,010
+7,000
93
$2.5M 0.2%
158,289
+14,318
94
$2.49M 0.2%
10,526
95
$2.36M 0.19%
38,486
+895
96
$2.35M 0.19%
53,167
+4,972
97
$2.33M 0.19%
89,408
+1,541
98
$2.29M 0.19%
101,497
+3,879
99
$2.26M 0.18%
40,506
+3,263
100
$2.24M 0.18%
+12,517
2 3
4
5 6