BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.72M
3
+$4.19M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.06M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.5M

Top Sells

1
+$9.34M
2
+$7.9M
3
+$4.19M
4
NVDA icon
NVIDIA
NVDA
+$4.17M
5
SIVB
SVB Financial Group
SIVB
+$3.44M

Sector Composition

1 Technology 15.44%
2 Healthcare 10.88%
3 Financials 10.15%
4 Consumer Discretionary 7.41%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$401K 0.05%
4,809
+76
177
$401K 0.05%
2,384
-694
178
$397K 0.05%
3,056
-911
179
$396K 0.05%
1,555
+99
180
$385K 0.05%
4,754
+412
181
$380K 0.05%
26,859
-7,955
182
$375K 0.05%
2,040
-259
183
$374K 0.05%
12,855
+1,635
184
$373K 0.05%
6,004
-1,014
185
$373K 0.05%
+57,456
186
$371K 0.05%
1,522
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187
$371K 0.05%
4,655
-68
188
$358K 0.04%
6,722
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189
$356K 0.04%
763
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190
$349K 0.04%
4,274
-1,273
191
$349K 0.04%
15,049
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192
$347K 0.04%
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193
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5,140
194
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195
$340K 0.04%
7,403
+174
196
$340K 0.04%
2,496
197
$334K 0.04%
7,564
-2,254
198
$326K 0.04%
15,693
+417
199
$324K 0.04%
9,480
-2,824
200
$323K 0.04%
1,171
+48
6 7
8
9 10