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
$891M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$7.65M
3
+$5.94M
4
BKR icon
Baker Hughes
BKR
+$5.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.58M

Top Sells

1
+$3.01M
2
+$2.87M
3
+$1.81M
4
ALL icon
Allstate
ALL
+$1.45M
5
MS icon
Morgan Stanley
MS
+$1.36M

Sector Composition

1 Technology 15.81%
2 Financials 11.56%
3 Healthcare 10.2%
4 Consumer Discretionary 6.87%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,660
227
– –
-21,965
228
– –
-131,798
229
– –
-4,055
230
– –
-3,200
231
– –
-1,000
232
– –
-53,579
233
– –
-10,775
6 7 8 9
10