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
$1.23B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.59M
3
+$5.56M
4
COF icon
Capital One
COF
+$5.55M
5
BSX icon
Boston Scientific
BSX
+$5.51M

Top Sells

1
+$7.76M
2
+$6.97M
3
+$6.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.43M
5
FDX icon
FedEx
FDX
+$6.28M

Sector Composition

1 Technology 21.29%
2 Financials 12.16%
3 Consumer Discretionary 7.41%
4 Industrials 6.9%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$378K 0.03%
+9,028
177
$377K 0.03%
6,152
+710
178
$374K 0.03%
3,420
-860
179
$369K 0.03%
7,080
+408
180
$355K 0.03%
747
-194
181
$346K 0.03%
2,619
182
$346K 0.03%
1,084
183
$339K 0.03%
6,551
+786
184
$337K 0.03%
1,154
-337
185
$332K 0.03%
44,127
+4,645
186
$327K 0.03%
15,145
-1,087
187
$324K 0.03%
2,432
188
$299K 0.02%
2,265
-51,724
189
$286K 0.02%
+10,000
190
$283K 0.02%
4,000
191
$261K 0.02%
2,835
+38
192
$248K 0.02%
3,344
+159
193
$244K 0.02%
1,705
-14
194
$243K 0.02%
+3,900
195
$234K 0.02%
3,217
+52
196
$233K 0.02%
1,706
+10
197
$228K 0.02%
3,674
-3,455
198
$206K 0.02%
1,380
-125
199
$201K 0.02%
+4,000
200
$201K 0.02%
+400
5 6 7
8
9