BCM

BTC Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$11.1M
3
+$7.96M
4
GILD icon
Gilead Sciences
GILD
+$7.35M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Top Sells

1
+$6.57M
2
+$5.53M
3
+$5.31M
4
FISV
Fiserv Inc
FISV
+$5.14M
5
AVGO icon
Broadcom
AVGO
+$4.58M

Sector Composition

1 Technology 20.56%
2 Financials 12.45%
3 Consumer Discretionary 7.2%
4 Industrials 7.16%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.38M 0.37%
75,720
+11,402
77
$5.26M 0.36%
15,186
+2,768
78
$5.18M 0.36%
117,790
+70,192
79
$5.07M 0.35%
57,108
+10,618
80
$4.87M 0.34%
51,190
+473
81
$4.49M 0.31%
22,645
+4,162
82
$4.42M 0.3%
45,756
+728
83
$4.29M 0.3%
80,721
+27,554
84
$4.18M 0.29%
44,874
+8,046
85
$4M 0.28%
223,881
+65,592
86
$3.93M 0.27%
19,037
87
$3.88M 0.27%
132,310
+64,668
88
$3.74M 0.26%
73,678
+3,562
89
$3.73M 0.26%
10,929
+3,557
90
$3.3M 0.23%
16,152
+3,635
91
$3.21M 0.22%
53,551
92
$3.13M 0.22%
89,586
93
$3.11M 0.21%
11,008
+2,969
94
$3.09M 0.21%
184,917
+18,907
95
$3.05M 0.21%
49,869
+9,363
96
$3.04M 0.21%
45,634
+8,664
97
$3.01M 0.21%
+25,971
98
$2.85M 0.2%
109,131
+7,634
99
$2.84M 0.2%
262,047
+97,031
100
$2.84M 0.2%
+120,002
2 3
4
5 6