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
$866M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$566K
3
+$460K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
TTE icon
TotalEnergies
TTE
+$379K

Top Sells

1
+$4.06M
2
+$3.16M
3
+$2.84M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CRH icon
CRH
CRH
+$1.33M

Sector Composition

1 Technology 18.32%
2 Financials 10.98%
3 Healthcare 10.08%
4 Consumer Discretionary 7.29%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.18M 0.25%
76,871
+1,562
102
$1.99M 0.23%
44,517
+3,497
103
$1.98M 0.23%
10,491
104
$1.94M 0.22%
197,385
+2,677
105
$1.86M 0.21%
24,597
106
$1.8M 0.21%
16,324
-10,206
107
$1.7M 0.2%
12,000
108
$1.64M 0.19%
7,662
-54
109
$1.61M 0.19%
11,215
+1,438
110
$1.61M 0.19%
59,985
-19,256
111
$1.6M 0.18%
32,403
+3,621
112
$1.59M 0.18%
3
113
$1.59M 0.18%
9,984
-63
114
$1.52M 0.18%
16,726
+590
115
$1.49M 0.17%
44,435
-332
116
$1.45M 0.17%
44,695
+3,242
117
$1.43M 0.16%
18,608
+410
118
$1.42M 0.16%
22,291
+3,086
119
$1.4M 0.16%
74,775
+1,255
120
$1.24M 0.14%
5,523
121
$1.18M 0.14%
12,946
122
$1.18M 0.14%
11,575
+462
123
$1.16M 0.13%
17,986
+906
124
$1.12M 0.13%
20,925
+1,109
125
$1.12M 0.13%
84,922
3 4
5
6 7