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
151
$544K 0.06%
3,160
152
$543K 0.06%
21,965
153
$538K 0.06%
16,003
154
$535K 0.06%
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155
$523K 0.06%
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156
$508K 0.06%
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157
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158
$506K 0.06%
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159
$503K 0.06%
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160
$502K 0.06%
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161
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162
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163
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164
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165
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166
$469K 0.05%
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167
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169
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170
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171
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172
$405K 0.05%
5,879
-50
173
$400K 0.04%
10,000
174
$394K 0.04%
1,780
175
$389K 0.04%
7,090
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