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
$896M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.51M
3
+$4.46M
4
FCX icon
Freeport-McMoran
FCX
+$3.76M
5
MSFT icon
Microsoft
MSFT
+$3.46M

Top Sells

1
+$6.86M
2
+$5.52M
3
+$5.21M
4
VZ icon
Verizon
VZ
+$3.4M
5
SIVB
SVB Financial Group
SIVB
+$2.18M

Sector Composition

1 Technology 16.24%
2 Financials 12.04%
3 Healthcare 10.59%
4 Communication Services 7.03%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.17%
12,986
+6,062
102
$1.41M 0.16%
83,215
-1,185
103
$1.38M 0.15%
+5,331
104
$1.35M 0.15%
11,906
-361
105
$1.32M 0.15%
12,946
106
$1.31M 0.15%
62,005
+665
107
$1.25M 0.14%
11,037
108
$1.25M 0.14%
16,196
-1,125
109
$1.25M 0.14%
14,169
+357
110
$1.23M 0.14%
23,645
-1,035
111
$1.22M 0.14%
11,221
-101
112
$1.21M 0.14%
3,237
113
$1.2M 0.13%
21,630
+1,201
114
$1.19M 0.13%
35,472
+908
115
$1.19M 0.13%
163,843
+2,667
116
$1.15M 0.13%
14,418
+208
117
$1.13M 0.13%
4,663
-812
118
$1.12M 0.13%
23,842
+380
119
$1.12M 0.13%
10,398
+1,228
120
$1.11M 0.12%
11,025
121
$1.08M 0.12%
4,805
-1,403
122
$1.05M 0.12%
4,797
+321
123
$1M 0.11%
11,742
+678
124
$980K 0.11%
12,915
+505
125
$938K 0.1%
16,228
3 4
5
6 7