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
$1.09B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.66M
3
+$5.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.87M

Top Sells

1
+$6.82M
2
+$4.65M
3
+$2.21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.68M

Sector Composition

1 Technology 19.31%
2 Financials 11.13%
3 Healthcare 8.52%
4 Consumer Discretionary 7.25%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.02M 0.18%
7,408
+1,416
102
$1.97M 0.18%
48,195
+5,196
103
$1.95M 0.18%
43,036
-2,404
104
$1.92M 0.18%
+156,405
105
$1.9M 0.17%
7,548
-52
106
$1.88M 0.17%
21,389
+5,574
107
$1.85M 0.17%
9,927
-97
108
$1.79M 0.16%
126,307
+23,912
109
$1.78M 0.16%
24,358
+1,172
110
$1.75M 0.16%
29,186
+2,246
111
$1.71M 0.16%
15,383
+473
112
$1.61M 0.15%
82,065
113
$1.52M 0.14%
12,946
114
$1.52M 0.14%
111,573
+2,352
115
$1.46M 0.13%
39,566
+4,026
116
$1.38M 0.13%
5,399
-34
117
$1.36M 0.12%
24,549
-3,680
118
$1.34M 0.12%
43,657
+3,268
119
$1.34M 0.12%
12,649
-15,880
120
$1.3M 0.12%
8,416
+4,040
121
$1.28M 0.12%
205,901
+4,528
122
$1.19M 0.11%
43,890
-1,649
123
$1.16M 0.11%
15,997
-122
124
$1.12M 0.1%
3,968
-17
125
$1.1M 0.1%
11,025
3 4
5
6 7