BCM

BTC Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.59M
3
+$5.56M
4
COF icon
Capital One
COF
+$5.55M
5
BSX icon
Boston Scientific
BSX
+$5.51M

Top Sells

1
+$7.76M
2
+$6.97M
3
+$6.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.43M
5
FDX icon
FedEx
FDX
+$6.28M

Sector Composition

1 Technology 21.29%
2 Financials 12.16%
3 Consumer Discretionary 7.41%
4 Industrials 6.9%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.21M 0.18%
8,039
+1,367
102
$2.19M 0.18%
67,642
+5,609
103
$2.18M 0.18%
12,000
104
$2.12M 0.17%
7,372
-36
105
$2.11M 0.17%
165,016
+8,611
106
$2.05M 0.17%
7,407
-141
107
$2.03M 0.17%
47,598
+4,562
108
$1.92M 0.16%
9,821
-106
109
$1.91M 0.16%
15,751
+368
110
$1.8M 0.15%
12,946
111
$1.79M 0.15%
82,065
112
$1.77M 0.14%
25,167
+809
113
$1.77M 0.14%
30,328
+1,142
114
$1.62M 0.13%
3,341
+1,564
115
$1.59M 0.13%
115,784
+4,211
116
$1.55M 0.13%
44,024
+4,458
117
$1.54M 0.13%
5,394
-5
118
$1.54M 0.13%
45,458
+1,801
119
$1.5M 0.12%
7,290
+730
120
$1.49M 0.12%
2,734
+554
121
$1.44M 0.12%
8,539
+123
122
$1.44M 0.12%
5,404
+1,436
123
$1.36M 0.11%
+40,541
124
$1.35M 0.11%
+4,431
125
$1.34M 0.11%
1,776
+262
3 4
5
6 7