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
$866M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$566K
3
+$460K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
TTE icon
TotalEnergies
TTE
+$379K

Top Sells

1
+$4.06M
2
+$3.16M
3
+$2.84M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CRH icon
CRH
CRH
+$1.33M

Sector Composition

1 Technology 18.32%
2 Financials 10.98%
3 Healthcare 10.08%
4 Consumer Discretionary 7.29%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$373K 0.04%
8,116
-390
177
$370K 0.04%
1,180
-9
178
$369K 0.04%
8,537
-35
179
$368K 0.04%
1,599
180
$366K 0.04%
1,230
-58
181
$365K 0.04%
6,294
-1,043
182
$360K 0.04%
4,922
+666
183
$359K 0.04%
4,318
-158
184
$350K 0.04%
5,218
-1,401
185
$349K 0.04%
6,637
-1,013
186
$341K 0.04%
3,180
187
$338K 0.04%
2,496
188
$332K 0.04%
2,664
-2,317
189
$319K 0.04%
5,422
-520
190
$308K 0.04%
2,631
-10
191
$292K 0.03%
6,768
-216
192
$289K 0.03%
5,316
-1,270
193
$275K 0.03%
3,766
+500
194
$274K 0.03%
7,413
+778
195
$273K 0.03%
2,619
196
$272K 0.03%
922
-136
197
$269K 0.03%
7,863
+815
198
$268K 0.03%
2,787
+109
199
$267K 0.03%
2,589
-129
200
$264K 0.03%
2,182
-874
6 7
8
9 10