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
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.68M
3
+$4.38M
4
PYPL icon
PayPal
PYPL
+$4.38M
5
MAR icon
Marriott International
MAR
+$4.27M

Top Sells

1
+$6.28M
2
+$5.37M
3
+$4.58M
4
NSC icon
Norfolk Southern
NSC
+$3.23M
5
CSGP icon
CoStar Group
CSGP
+$3.06M

Sector Composition

1 Technology 17.18%
2 Healthcare 10.59%
3 Financials 10.57%
4 Consumer Discretionary 8.17%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$731K 0.07%
4,642
152
$707K 0.07%
16,428
153
$700K 0.07%
2,660
+550
154
$681K 0.07%
14,209
+3,127
155
$672K 0.07%
11,170
+2,449
156
$667K 0.07%
3,197
+694
157
$661K 0.07%
15,809
+30
158
$650K 0.06%
2,915
+665
159
$645K 0.06%
+6,728
160
$635K 0.06%
1,579
+378
161
$634K 0.06%
+5,719
162
$634K 0.06%
1,706
+353
163
$623K 0.06%
13,975
+2,934
164
$589K 0.06%
4,814
+1,745
165
$587K 0.06%
26,952
+15,216
166
$587K 0.06%
694
+420
167
$584K 0.06%
+13,196
168
$581K 0.06%
+16,090
169
$548K 0.05%
+5,531
170
$538K 0.05%
15,400
+4,100
171
$534K 0.05%
3,835
+2,116
172
$533K 0.05%
34,869
+7,955
173
$524K 0.05%
4,040
+2,196
174
$515K 0.05%
5,431
+3,245
175
$515K 0.05%
1,458
-184
5 6
7
8 9