BCM
BTC Capital Management Portfolio holdings
AUM $1.09B
AUM
$1.09B
AUM Growth
+$14.7M (+1%)
Cap. Flow
+$64.3M
Cap. Flow % of AUM
5.88%
Top 10 Holdings %Top 10 Hldgs %
31.41%
Holding
209
New
10
Increased
116
Reduced
60
Closed
7
Top Buys
| 1 | $6.9M | |
| 2 | $5.66M | |
| 3 | $5.05M | |
| 4 | $4.21M | |
| 5 | $3.87M |
Top Sells
| 1 | $2M | |
| 2 | $1.68M | |
| 3 | $709K | |
| 4 | $561K | |
| 5 | $440K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $210K | 0.02% | 1,505 +125 | +9% | +$17.5K | |||
| $115K | 0.01% | 12,000 | – | – | |||
| $0 | 0% | 0 -1,445 | Closed | – | |||
| $0 | 0% | 0 -954 | Closed | – | |||
| $0 | 0% | 0 -10,918 | Closed | – | |||
| $0 | 0% | 0 -54,248 | Closed | – | |||
| $0 | 0% | 0 -62,670 | Closed | – | |||
| $0 | 0% | 0 -11,103 | Closed | – | |||
| $0 | 0% | 0 -44,151 | Closed | – |
