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
$896M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.51M
3
+$4.46M
4
FCX icon
Freeport-McMoran
FCX
+$3.76M
5
MSFT icon
Microsoft
MSFT
+$3.46M

Top Sells

1
+$6.86M
2
+$5.52M
3
+$5.21M
4
VZ icon
Verizon
VZ
+$3.4M
5
SIVB
SVB Financial Group
SIVB
+$2.18M

Sector Composition

1 Technology 16.24%
2 Financials 12.04%
3 Healthcare 10.59%
4 Communication Services 7.03%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$267K 0.03%
+9,866
202
$264K 0.03%
390
+1
203
$261K 0.03%
2,736
-36
204
$258K 0.03%
6,458
+190
205
$254K 0.03%
2,460
-1,100
206
$254K 0.03%
16,516
-4,841
207
$253K 0.03%
1,995
-151
208
$246K 0.03%
1,663
-2,095
209
$245K 0.03%
+3,303
210
$244K 0.03%
+1,272
211
$241K 0.03%
+4,253
212
$241K 0.03%
13,607
-149
213
$239K 0.03%
+1,500
214
$239K 0.03%
5,261
-604
215
$236K 0.03%
11,677
-166
216
$234K 0.03%
+1,653
217
$233K 0.03%
2,445
-973
218
$231K 0.03%
+1,446
219
$231K 0.03%
2,235
220
$229K 0.03%
+9,400
221
$227K 0.03%
+4,141
222
$224K 0.03%
1,837
-245
223
$219K 0.02%
3,387
-80,521
224
$218K 0.02%
+1,946
225
$217K 0.02%
+3,934
6 7 8
9
10