BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
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
+$6.62M
2
+$6.58M
3
+$6.33M
4
BSX icon
Boston Scientific
BSX
+$5.83M
5
BN icon
Brookfield
BN
+$5.7M

Top Sells

1
+$7.76M
2
+$6.83M
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
AMGN icon
101
Amgen
AMGN
$159B
$2.21M 0.18%
8,039
+1,367
INVH icon
102
Invitation Homes
INVH
$17.4B
$2.19M 0.18%
67,642
+5,609
RSP icon
103
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$2.18M 0.18%
12,000
GD icon
104
General Dynamics
GD
$88.9B
$2.12M 0.17%
7,372
-36
CNH
105
CNH Industrial
CNH
$13.1B
$2.11M 0.17%
165,016
+8,611
VBK icon
106
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$2.05M 0.17%
7,407
-141
VZ icon
107
Verizon
VZ
$170B
$2.03M 0.17%
47,598
+4,562
VBR icon
108
Vanguard Small-Cap Value ETF
VBR
$30.9B
$1.92M 0.16%
9,821
-106
NVS icon
109
Novartis
NVS
$253B
$1.91M 0.16%
15,751
+368
IWP icon
110
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$1.8M 0.15%
12,946
ING icon
111
ING
ING
$71.4B
$1.79M 0.15%
82,065
SHEL icon
112
Shell
SHEL
$206B
$1.77M 0.14%
25,167
+809
RIO icon
113
Rio Tinto
RIO
$112B
$1.77M 0.14%
30,328
+1,142
BRK.B icon
114
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.62M 0.13%
3,341
+1,564
MUFG icon
115
Mitsubishi UFJ Financial
MUFG
$172B
$1.59M 0.13%
115,784
+4,211
CMCSA icon
116
Comcast
CMCSA
$108B
$1.55M 0.13%
44,024
+4,458
IWO icon
117
iShares Russell 2000 Growth ETF
IWO
$13.2B
$1.54M 0.13%
5,394
-5
UBS icon
118
UBS Group
UBS
$123B
$1.54M 0.13%
45,458
+1,801
NOW icon
119
ServiceNow
NOW
$186B
$1.5M 0.12%
1,458
+146
ISRG icon
120
Intuitive Surgical
ISRG
$156B
$1.49M 0.12%
2,734
+554
NICE icon
121
Nice
NICE
$7.92B
$1.44M 0.12%
8,539
+123
PGR icon
122
Progressive
PGR
$130B
$1.44M 0.12%
5,404
+1,436
IBN icon
123
ICICI Bank
IBN
$114B
$1.36M 0.11%
+40,541
SAP icon
124
SAP
SAP
$314B
$1.35M 0.11%
+4,431
URI icon
125
United Rentals
URI
$64.7B
$1.34M 0.11%
1,776
+262
3 4
5
6 7