BCM

BTC Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$11.1M
3
+$7.96M
4
GILD icon
Gilead Sciences
GILD
+$7.35M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Top Sells

1
+$6.57M
2
+$5.53M
3
+$5.31M
4
FISV
Fiserv Inc
FISV
+$5.14M
5
AVGO icon
Broadcom
AVGO
+$4.58M

Sector Composition

1 Technology 20.56%
2 Financials 12.45%
3 Consumer Discretionary 7.2%
4 Industrials 7.16%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$435K 0.03%
22,099
+6,954
177
$415K 0.03%
833
+86
178
$412K 0.03%
7,752
+672
179
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3,167
-35,866
180
$399K 0.03%
3,361
-59
181
$382K 0.03%
+2,210
182
$366K 0.03%
2,619
183
$360K 0.02%
1,084
184
$351K 0.02%
1,154
185
$348K 0.02%
3,365
+530
186
$319K 0.02%
2,432
187
$316K 0.02%
+9,933
188
$295K 0.02%
3,624
+407
189
$292K 0.02%
+2,861
190
$284K 0.02%
3,900
191
$282K 0.02%
3,602
+258
192
$270K 0.02%
+2,797
193
$265K 0.02%
4,000
194
$265K 0.02%
1,705
195
$252K 0.02%
+4,277
196
$245K 0.02%
+12,806
197
$242K 0.02%
+6,848
198
$240K 0.02%
3,674
199
$236K 0.02%
1,380
200
$226K 0.02%
1,606
-659
5 6 7
8
9