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
$896M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.51M
3
+$4.46M
4
FCX icon
Freeport-McMoran
FCX
+$3.76M
5
MSFT icon
Microsoft
MSFT
+$3.46M

Top Sells

1
+$6.86M
2
+$5.52M
3
+$5.21M
4
VZ icon
Verizon
VZ
+$3.4M
5
SIVB
SVB Financial Group
SIVB
+$2.18M

Sector Composition

1 Technology 16.24%
2 Financials 12.04%
3 Healthcare 10.59%
4 Communication Services 7.03%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$385K 0.04%
4,933
-42
177
$382K 0.04%
13,020
178
$378K 0.04%
3,005
-41
179
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4,015
180
$363K 0.04%
3,280
-20
181
$354K 0.04%
5,140
182
$353K 0.04%
9,274
-140
183
$344K 0.04%
6,580
-1,290
184
$336K 0.04%
3,069
185
$332K 0.04%
2,769
-227
186
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3,014
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187
$311K 0.03%
5,838
188
$310K 0.03%
3,200
189
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3,484
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190
$308K 0.03%
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191
$303K 0.03%
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-1,236
192
$295K 0.03%
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193
$295K 0.03%
5,140
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194
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700
195
$286K 0.03%
6,983
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196
$283K 0.03%
4,500
197
$281K 0.03%
2,516
-28
198
$281K 0.03%
722
-223
199
$277K 0.03%
+2,323
200
$268K 0.03%
+1,804
6 7
8
9 10