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
$1.01B
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.04M
3
+$8.73M
4
DE icon
Deere & Co
DE
+$5.64M
5
SIVB
SVB Financial Group
SIVB
+$5.26M

Top Sells

1
+$6.01M
2
+$4.95M
3
+$4.68M
4
LULU icon
lululemon athletica
LULU
+$4.3M
5
AVGO icon
Broadcom
AVGO
+$3.47M

Sector Composition

1 Technology 16.61%
2 Financials 11.23%
3 Healthcare 9.77%
4 Industrials 8.46%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.57M 0.25%
54,093
+200
102
$2.5M 0.25%
114,523
+96,714
103
$2.32M 0.23%
45,402
-513
104
$2.25M 0.22%
79,059
+7,715
105
$2.23M 0.22%
10,491
106
$2.22M 0.22%
+10,331
107
$2.22M 0.22%
35,996
-858
108
$2.12M 0.21%
4
109
$2.11M 0.21%
20,803
-4,128
110
$2.08M 0.21%
101,480
+29,825
111
$1.89M 0.19%
12,000
112
$1.87M 0.18%
10,604
-318
113
$1.87M 0.18%
+41,244
114
$1.84M 0.18%
7,740
-233
115
$1.83M 0.18%
20,748
+10,065
116
$1.82M 0.18%
32,764
+7,132
117
$1.66M 0.16%
32,777
+12,205
118
$1.66M 0.16%
14,774
-802
119
$1.65M 0.16%
6,150
+2,409
120
$1.55M 0.15%
30,224
+15,486
121
$1.47M 0.15%
+17,687
122
$1.42M 0.14%
5,537
-169
123
$1.34M 0.13%
66,740
-21,275
124
$1.31M 0.13%
2,354
+1,220
125
$1.3M 0.13%
12,946
3 4
5
6 7