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
$1.09B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.66M
3
+$5.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.87M

Top Sells

1
+$6.82M
2
+$4.65M
3
+$2.21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.68M

Sector Composition

1 Technology 19.31%
2 Financials 11.13%
3 Healthcare 8.52%
4 Consumer Discretionary 7.25%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$556K 0.05%
7,305
-585
152
$553K 0.05%
8,256
-2,367
153
$548K 0.05%
1,732
+233
154
$548K 0.05%
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155
$543K 0.05%
1,686
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156
$532K 0.05%
12,208
-1,094
157
$529K 0.05%
+8,071
158
$523K 0.05%
+561
159
$503K 0.05%
2,131
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160
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5,593
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161
$494K 0.05%
4,656
+55
162
$475K 0.04%
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163
$474K 0.04%
5,140
164
$466K 0.04%
12,771
+1,567
165
$466K 0.04%
1,491
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166
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167
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169
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170
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3,512
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171
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8,071
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172
$416K 0.04%
7,129
+1,733
173
$394K 0.04%
16,232
-865
174
$392K 0.04%
2,265
-395
175
$391K 0.04%
5,121
-1,295
5 6
7
8 9