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
$866M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$566K
3
+$460K
4
BMY icon
Bristol-Myers Squibb
BMY
+$392K
5
TTE icon
TotalEnergies
TTE
+$379K

Top Sells

1
+$4.06M
2
+$3.16M
3
+$2.84M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CRH icon
CRH
CRH
+$1.33M

Sector Composition

1 Technology 18.32%
2 Financials 10.98%
3 Healthcare 10.08%
4 Consumer Discretionary 7.29%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$263K 0.03%
4,386
+658
202
$261K 0.03%
2,626
+479
203
$261K 0.03%
26,678
+2,289
204
$261K 0.03%
7,037
+405
205
$261K 0.03%
4,213
+508
206
$260K 0.03%
12,413
+579
207
$260K 0.03%
+6,253
208
$260K 0.03%
6,091
+291
209
$258K 0.03%
5,833
-286
210
$257K 0.03%
1,427
+246
211
$253K 0.03%
4,255
-1,098
212
$250K 0.03%
7,251
-3,078
213
$250K 0.03%
4,470
-69
214
$248K 0.03%
4,112
-162
215
$247K 0.03%
14,297
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216
$241K 0.03%
25,116
-1,743
217
$238K 0.03%
4,780
218
$234K 0.03%
825
219
$231K 0.03%
7,662
+63
220
$231K 0.03%
5,086
-2,478
221
$231K 0.03%
4,358
-216
222
$230K 0.03%
4,592
-232
223
$228K 0.03%
2,983
+21
224
$223K 0.03%
16,457
-830
225
$221K 0.03%
2,403
+19
6 7 8
9
10