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
$1.08B
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.61M
3
+$5.17M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.84M
5
BND icon
Vanguard Total Bond Market
BND
+$3.61M

Top Sells

1
+$6.72M
2
+$6.62M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$5.81M
5
CSCO icon
Cisco
CSCO
+$5.52M

Sector Composition

1 Technology 21.93%
2 Financials 10.74%
3 Healthcare 8.07%
4 Consumer Discretionary 7.64%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.86M 0.17%
37,954
-8,636
102
$1.84M 0.17%
51,346
-8,007
103
$1.84M 0.17%
3
104
$1.83M 0.17%
33,265
-3,343
105
$1.82M 0.17%
9,977
-48
106
$1.69M 0.16%
94,171
-10,671
107
$1.66M 0.15%
10,001
-1,310
108
$1.64M 0.15%
24,853
-776
109
$1.57M 0.15%
70,310
-4,070
110
$1.51M 0.14%
10,545
-1,973
111
$1.46M 0.14%
84,922
112
$1.44M 0.13%
5,467
113
$1.43M 0.13%
12,946
114
$1.38M 0.13%
182,554
-24,206
115
$1.37M 0.13%
19,004
-1,882
116
$1.36M 0.13%
37,730
-9,193
117
$1.33M 0.12%
13,588
-2,996
118
$1.33M 0.12%
12,481
-420
119
$1.32M 0.12%
+4,222
120
$1.31M 0.12%
27,064
-385
121
$1.3M 0.12%
40,290
+3,210
122
$1.26M 0.12%
+4,338
123
$1.22M 0.11%
6,179
-25,902
124
$1.17M 0.11%
68,775
+2,260
125
$1.17M 0.11%
15,708
-60
3 4
5
6 7