BCM

BTC Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.59M
3
+$5.56M
4
COF icon
Capital One
COF
+$5.55M
5
BSX icon
Boston Scientific
BSX
+$5.51M

Top Sells

1
+$7.76M
2
+$6.97M
3
+$6.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.43M
5
FDX icon
FedEx
FDX
+$6.28M

Sector Composition

1 Technology 21.29%
2 Financials 12.16%
3 Consumer Discretionary 7.41%
4 Industrials 6.9%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$691K 0.06%
20,438
+6,563
152
$679K 0.06%
1,267
-419
153
$595K 0.05%
7,508
+203
154
$591K 0.05%
10,792
155
$589K 0.05%
2,160
+82
156
$581K 0.05%
+5,441
157
$551K 0.04%
5,004
+348
158
$542K 0.04%
8,303
+47
159
$497K 0.04%
8,546
+475
160
$486K 0.04%
5,140
161
$486K 0.04%
4,646
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162
$475K 0.04%
2,064
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163
$473K 0.04%
16,683
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164
$460K 0.04%
5,047
-74
165
$447K 0.04%
10,132
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166
$445K 0.04%
9,753
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167
$438K 0.04%
1,081
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168
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169
$427K 0.03%
7,459
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170
$420K 0.03%
2,230
-35
171
$412K 0.03%
7,811
+259
172
$397K 0.03%
6,221
+35
173
$394K 0.03%
2,905
+168
174
$394K 0.03%
2,496
175
$389K 0.03%
3,423
+327
5 6
7
8 9