BCM

BTC Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$11.1M
3
+$7.96M
4
GILD icon
Gilead Sciences
GILD
+$7.35M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Top Sells

1
+$6.57M
2
+$5.53M
3
+$5.31M
4
FISV
Fiserv Inc
FISV
+$5.14M
5
AVGO icon
Broadcom
AVGO
+$4.58M

Sector Composition

1 Technology 20.56%
2 Financials 12.45%
3 Consumer Discretionary 7.2%
4 Industrials 7.16%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.82M 0.19%
97,890
+8,482
102
$2.72M 0.19%
34,057
-4,386
103
$2.72M 0.19%
30,922
+15,277
104
$2.68M 0.18%
10,526
105
$2.62M 0.18%
28,609
106
$2.58M 0.18%
43,269
+4,783
107
$2.43M 0.17%
59,356
+13,898
108
$2.28M 0.16%
12,000
109
$2.26M 0.16%
34,316
+3,988
110
$2.26M 0.16%
3
-1
111
$2.22M 0.15%
17,279
+1,528
112
$2.18M 0.15%
7,326
-81
113
$2.14M 0.15%
82,065
114
$2.03M 0.14%
9,711
-110
115
$2.01M 0.14%
125,905
+10,121
116
$2M 0.14%
27,906
+2,739
117
$1.85M 0.13%
6,919
+2,488
118
$1.84M 0.13%
12,946
119
$1.73M 0.12%
9,420
+2,130
120
$1.73M 0.12%
5,394
121
$1.67M 0.12%
3,328
-13
122
$1.62M 0.11%
1,695
-81
123
$1.6M 0.11%
+112,859
124
$1.42M 0.1%
46,228
+1,147
125
$1.39M 0.1%
14,154
+1,203
3 4
5
6 7