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
$1.08B
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.61M
3
+$5.17M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.84M
5
BND icon
Vanguard Total Bond Market
BND
+$3.61M

Top Sells

1
+$6.72M
2
+$6.62M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$5.81M
5
CSCO icon
Cisco
CSCO
+$5.52M

Sector Composition

1 Technology 21.93%
2 Financials 10.74%
3 Healthcare 8.07%
4 Consumer Discretionary 7.64%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.13M 0.1%
2,536
+302
127
$1.13M 0.1%
11,025
128
$1.07M 0.1%
4,554
-539
129
$1.06M 0.1%
97,809
-3,392
130
$1.04M 0.1%
10,756
131
$1.03M 0.1%
1,008
-126
132
$1.03M 0.1%
34,820
-1,366
133
$960K 0.09%
22,907
+4,766
134
$923K 0.09%
22,504
+559
135
$922K 0.09%
2,710
+311
136
$914K 0.08%
4,402
+830
137
$881K 0.08%
1,363
-20
138
$871K 0.08%
5,277
-108
139
$805K 0.07%
20,248
+248
140
$794K 0.07%
13,856
141
$793K 0.07%
1,008
+164
142
$728K 0.07%
10,010
+1,934
143
$715K 0.07%
21,215
-1,339
144
$702K 0.07%
14,801
+1,461
145
$692K 0.06%
11,052
+402
146
$683K 0.06%
1,870
-131
147
$673K 0.06%
3,912
+885
148
$659K 0.06%
14,645
-3,690
149
$657K 0.06%
1,614
150
$634K 0.06%
3,262
-72
4 5
6
7 8