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
$559M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$1.82M
3
+$1.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.55M
5
WMT icon
Walmart Inc
WMT
+$862K

Top Sells

1
+$4.2M
2
+$2.3M
3
+$2.14M
4
COP icon
ConocoPhillips
COP
+$1.92M
5
MAT icon
Mattel
MAT
+$1.9M

Sector Composition

1 Financials 13.33%
2 Healthcare 11.15%
3 Technology 11.05%
4 Industrials 7.08%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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186
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4 5 6 7
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