BCM

BTC Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$11.1M
3
+$7.96M
4
GILD icon
Gilead Sciences
GILD
+$7.35M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Top Sells

1
+$6.57M
2
+$5.53M
3
+$5.31M
4
FISV
Fiserv Inc
FISV
+$5.14M
5
AVGO icon
Broadcom
AVGO
+$4.58M

Sector Composition

1 Technology 20.56%
2 Financials 12.45%
3 Consumer Discretionary 7.2%
4 Industrials 7.16%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$805K 0.06%
975
-292
152
$799K 0.06%
+342
153
$797K 0.06%
7,880
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154
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93,092
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156
$702K 0.05%
7,667
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157
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158
$644K 0.04%
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159
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5,489
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160
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161
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162
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163
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164
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165
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166
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167
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169
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170
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171
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172
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8,656
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174
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2,496
175
$436K 0.03%
6,610
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