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
$866M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$566K
3
+$460K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
TTE icon
TotalEnergies
TTE
+$379K

Top Sells

1
+$4.06M
2
+$3.16M
3
+$2.84M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CRH icon
CRH
CRH
+$1.33M

Sector Composition

1 Technology 18.32%
2 Financials 10.98%
3 Healthcare 10.08%
4 Consumer Discretionary 7.29%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$526K 0.06%
14,208
-675
152
$513K 0.06%
706
+10
153
$513K 0.06%
10,037
-3,040
154
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13,526
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155
$505K 0.06%
14,838
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156
$496K 0.06%
7,136
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157
$494K 0.06%
883
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158
$475K 0.05%
1,355
159
$469K 0.05%
2,231
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160
$465K 0.05%
12,700
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161
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162
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14,956
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163
$452K 0.05%
6,340
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164
$447K 0.05%
22,000
165
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2,164
166
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15,672
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167
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168
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169
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834
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170
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-204
171
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3,823
-171
172
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2,390
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173
$386K 0.04%
3,099
-130
174
$384K 0.04%
5,140
175
$374K 0.04%
2,193
-266
5 6
7
8 9