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
$896M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.51M
3
+$4.46M
4
FCX icon
Freeport-McMoran
FCX
+$3.76M
5
MSFT icon
Microsoft
MSFT
+$3.46M

Top Sells

1
+$6.86M
2
+$5.52M
3
+$5.21M
4
VZ icon
Verizon
VZ
+$3.4M
5
SIVB
SVB Financial Group
SIVB
+$2.18M

Sector Composition

1 Technology 16.24%
2 Financials 12.04%
3 Healthcare 10.59%
4 Communication Services 7.03%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$850K 0.09%
42,283
-8,867
127
$829K 0.09%
15,772
+3,829
128
$828K 0.09%
3,406
-1,499
129
$823K 0.09%
27,335
+709
130
$787K 0.09%
5,933
131
$772K 0.09%
6,554
-486
132
$750K 0.08%
7,900
133
$747K 0.08%
14,654
134
$724K 0.08%
14,160
-516
135
$718K 0.08%
5,811
+119
136
$705K 0.08%
16,416
137
$698K 0.08%
5,223
138
$689K 0.08%
2,369
-18,992
139
$689K 0.08%
18,612
140
$688K 0.08%
13,440
141
$661K 0.07%
7,393
142
$648K 0.07%
34,876
-8,501
143
$647K 0.07%
12,300
-1,320
144
$628K 0.07%
34,785
145
$624K 0.07%
+16,428
146
$615K 0.07%
11,626
147
$608K 0.07%
2,676
-119
148
$607K 0.07%
6,772
+2,490
149
$598K 0.07%
3,317
150
$554K 0.06%
2,262
-12
4 5
6
7 8