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
$1.01B
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.04M
3
+$8.73M
4
DE icon
Deere & Co
DE
+$5.64M
5
SIVB
SVB Financial Group
SIVB
+$5.26M

Top Sells

1
+$6.01M
2
+$4.95M
3
+$4.68M
4
LULU icon
lululemon athletica
LULU
+$4.3M
5
AVGO icon
Broadcom
AVGO
+$3.47M

Sector Composition

1 Technology 16.61%
2 Financials 11.23%
3 Healthcare 9.77%
4 Industrials 8.46%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.13%
23,680
127
$1.18M 0.12%
11,037
-2,966
128
$1.18M 0.12%
28,523
-6,608
129
$1.1M 0.11%
13,314
-1,590
130
$1.07M 0.11%
15,144
-1,084
131
$1.07M 0.11%
37,721
-3,847
132
$1.07M 0.11%
14,722
-304
133
$1.06M 0.1%
11,025
134
$1.05M 0.1%
4,822
+299
135
$1.04M 0.1%
22,963
+997
136
$1.03M 0.1%
16,044
-974
137
$944K 0.09%
26,286
+19,088
138
$936K 0.09%
23,359
-617
139
$934K 0.09%
3,775
+181
140
$907K 0.09%
87,012
141
$870K 0.09%
8,060
142
$860K 0.09%
6,357
+3,780
143
$806K 0.08%
19,061
+2,633
144
$804K 0.08%
24,961
-1,991
145
$784K 0.08%
7,526
-717
146
$756K 0.07%
4,333
+21
147
$742K 0.07%
52,416
+27,823
148
$738K 0.07%
17,307
+6,947
149
$737K 0.07%
14,654
150
$724K 0.07%
9,010
+4,605
4 5
6
7 8