BCM

BTC Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.59M
3
+$5.56M
4
COF icon
Capital One
COF
+$5.55M
5
BSX icon
Boston Scientific
BSX
+$5.51M

Top Sells

1
+$7.76M
2
+$6.97M
3
+$6.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.43M
5
FDX icon
FedEx
FDX
+$6.28M

Sector Composition

1 Technology 21.29%
2 Financials 12.16%
3 Consumer Discretionary 7.41%
4 Industrials 6.9%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.31M 0.11%
3,313
+572
127
$1.3M 0.11%
45,081
+1,191
128
$1.29M 0.11%
15,645
-352
129
$1.24M 0.1%
25,731
+1,182
130
$1.23M 0.1%
11,025
131
$1.21M 0.1%
12,951
+1,698
132
$1.08M 0.09%
+3,050
133
$1.06M 0.09%
4,796
+150
134
$1.03M 0.08%
10,352
-19
135
$946K 0.08%
20,000
136
$942K 0.08%
1,176
+44
137
$869K 0.07%
3,931
+115
138
$827K 0.07%
13,519
-19
139
$818K 0.07%
1,530
-242
140
$810K 0.07%
4,424
141
$792K 0.06%
11,481
+523
142
$791K 0.06%
16,838
+311
143
$780K 0.06%
5,153
+678
144
$766K 0.06%
7,752
-319
145
$763K 0.06%
19,583
+6,812
146
$746K 0.06%
13,284
+2,370
147
$724K 0.06%
14,714
+2,506
148
$722K 0.06%
2,056
+324
149
$722K 0.06%
22,000
150
$713K 0.06%
896
+39
4 5
6
7 8