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
$866M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$566K
3
+$460K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
TTE icon
TotalEnergies
TTE
+$379K

Top Sells

1
+$4.06M
2
+$3.16M
3
+$2.84M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CRH icon
CRH
CRH
+$1.33M

Sector Composition

1 Technology 18.32%
2 Financials 10.98%
3 Healthcare 10.08%
4 Consumer Discretionary 7.29%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.12%
42,871
-135
127
$1.05M 0.12%
+33,244
128
$1.04M 0.12%
15,522
-116
129
$1.04M 0.12%
11,037
130
$1.03M 0.12%
62,770
+270
131
$995K 0.11%
25,715
-2,460
132
$989K 0.11%
1,841
133
$981K 0.11%
1,667
-211
134
$951K 0.11%
11,025
135
$863K 0.1%
16,097
-259
136
$811K 0.09%
95,562
+3,707
137
$810K 0.09%
7,650
+3,152
138
$739K 0.09%
14,738
139
$705K 0.08%
5,093
140
$704K 0.08%
18,982
+304
141
$699K 0.08%
5,244
+235
142
$688K 0.08%
4,049
+139
143
$648K 0.07%
2,372
-89
144
$614K 0.07%
1,381
-47
145
$609K 0.07%
2,085
-97
146
$567K 0.07%
4,067
-189
147
$560K 0.06%
5,802
-85
148
$548K 0.06%
20,000
149
$543K 0.06%
21,022
+284
150
$526K 0.06%
1,998
-222
4 5
6
7 8