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
$1.09B
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.66M
3
+$5.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.87M

Top Sells

1
+$6.82M
2
+$4.65M
3
+$2.21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.68M

Sector Composition

1 Technology 19.31%
2 Financials 11.13%
3 Healthcare 8.52%
4 Consumer Discretionary 7.25%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$387K 0.04%
4,928
+23
177
$386K 0.04%
10,462
-2,139
178
$380K 0.03%
7,552
+282
179
$380K 0.03%
7,240
+119
180
$377K 0.03%
2,496
181
$368K 0.03%
+5,765
182
$345K 0.03%
941
-305
183
$330K 0.03%
2,619
184
$327K 0.03%
5,442
+267
185
$326K 0.03%
6,672
+2,662
186
$326K 0.03%
3,096
-208
187
$319K 0.03%
6,186
-1,325
188
$317K 0.03%
+39,482
189
$295K 0.03%
+3,161
190
$293K 0.03%
4,784
191
$292K 0.03%
1,084
-3
192
$290K 0.03%
3,872
+1,315
193
$288K 0.03%
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-202
194
$286K 0.03%
4,000
-42
195
$285K 0.03%
2,737
-216
196
$267K 0.02%
2,432
-568
197
$248K 0.02%
3,165
-194
198
$243K 0.02%
+1,696
199
$236K 0.02%
2,797
-68
200
$229K 0.02%
3,185
+13
5 6 7
8
9