BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
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
1
$44.3M 4.37%
545,038
+1,959
2
$42.8M 4.22%
244,750
+9,630
3
$35.8M 3.54%
116,146
+2,374
4
$24.5M 2.42%
332,805
+8,888
5
$22.7M 2.25%
272,260
+104,635
6
$22M 2.17%
158,280
+11,680
7
$20.3M 2.01%
71,216
+34,742
8
$18.6M 1.84%
66,880
+1,683
9
$18.2M 1.8%
111,660
+1,260
10
$17.3M 1.71%
69,191
-1,629
11
$16.9M 1.67%
621,180
+331,300
12
$16.6M 1.64%
100,005
-554
13
$15.7M 1.55%
249,850
-55,120
14
$14.6M 1.44%
32,238
-455
15
$14.1M 1.4%
306,763
-7,954
16
$14.1M 1.39%
68,479
-395
17
$13.9M 1.38%
280,743
-6,927
18
$13.8M 1.36%
48,060
-1,208
19
$13.8M 1.36%
84,614
-15,581
20
$13.4M 1.33%
75,691
-4,949
21
$12M 1.18%
78,264
-2,601
22
$12M 1.18%
87,754
-7,690
23
$10.5M 1.04%
224,849
-12,097
24
$10.4M 1.03%
18,614
+9,398
25
$10.1M 1%
115,980
-5,773
1
2 3 4 5