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
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.04M
3
+$8.73M
4
DE icon
Deere & Co
DE
+$5.64M
5
SIVB
SVB Financial Group
SIVB
+$5.26M

Top Sells

1
+$6.01M
2
+$4.95M
3
+$4.68M
4
LULU icon
lululemon athletica
LULU
+$4.3M
5
AVGO icon
Broadcom
AVGO
+$3.47M

Sector Composition

1 Technology 16.61%
2 Financials 11.23%
3 Healthcare 9.77%
4 Industrials 8.46%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$705K 0.07%
2,333
+47
152
$688K 0.07%
+1,028
153
$682K 0.07%
4,940
-1,697
154
$663K 0.07%
6,160
+2,120
155
$650K 0.06%
2,564
-19,512
156
$612K 0.06%
4,642
157
$609K 0.06%
16,461
+6,393
158
$608K 0.06%
10,973
-3,690
159
$589K 0.06%
3,190
-13,109
160
$576K 0.06%
4,814
161
$568K 0.06%
1,611
162
$568K 0.06%
3,078
-119
163
$568K 0.06%
8,420
+4,870
164
$566K 0.06%
2,810
-105
165
$563K 0.06%
12,304
-1,671
166
$562K 0.06%
3,967
-197
167
$561K 0.06%
4,760
-1,955
168
$560K 0.06%
4,535
+169
169
$556K 0.05%
13,437
-772
170
$548K 0.05%
4,824
+2,694
171
$547K 0.05%
34,814
-55
172
$544K 0.05%
5,547
-172
173
$534K 0.05%
3,542
-11,382
174
$526K 0.05%
2,560
-100
175
$524K 0.05%
2,908
+1,462
5 6
7
8 9