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
$1.01B
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.04M
3
+$8.73M
4
DE icon
Deere & Co
DE
+$5.64M
5
SIVB
SVB Financial Group
SIVB
+$5.26M

Top Sells

1
+$6.01M
2
+$4.95M
3
+$4.68M
4
LULU icon
lululemon athletica
LULU
+$4.3M
5
AVGO icon
Broadcom
AVGO
+$3.47M

Sector Composition

1 Technology 16.61%
2 Financials 11.23%
3 Healthcare 9.77%
4 Industrials 8.46%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$405K 0.04%
793
-8
202
$405K 0.04%
7,670
-889
203
$402K 0.04%
2,496
204
$397K 0.04%
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205
$390K 0.04%
5,140
206
$383K 0.04%
15,662
-1,778
207
$381K 0.04%
7,328
-1,027
208
$371K 0.04%
9,415
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209
$369K 0.04%
3,967
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210
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5,307
-789
211
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7,229
-1,438
212
$368K 0.04%
5,110
-332
213
$365K 0.04%
1,337
-131
214
$363K 0.04%
6,547
-745
215
$356K 0.04%
3,014
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216
$349K 0.03%
15,276
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217
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218
$343K 0.03%
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219
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4,162
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220
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4,342
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221
$342K 0.03%
1,829
222
$334K 0.03%
1,123
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223
$333K 0.03%
16,888
+1,572
224
$319K 0.03%
14,454
-1,409
225
$318K 0.03%
7,090
7 8
9
10 11