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
26
$9.93M 1.11%
11,830
+203
27
$9.75M 1.09%
+166,515
28
$9.53M 1.07%
56,350
-4,119
29
$9.45M 1.06%
75,309
-6,330
30
$9.37M 1.05%
172,282
-9,442
31
$9.03M 1.01%
15,688
-748
32
$8.96M 1.01%
114,099
-2,300
33
$8.85M 0.99%
32,781
-976
34
$8.57M 0.96%
56,987
-7,709
35
$8.48M 0.95%
62,617
-422
36
$8.14M 0.91%
142,980
-590
37
$7.65M 0.86%
+96,957
38
$7.46M 0.84%
19,072
-135
39
$7.45M 0.84%
38,347
-640
40
$7.35M 0.82%
180,660
-2,415
41
$6.38M 0.72%
247,396
-18,356
42
$6.3M 0.71%
54,802
-10
43
$6.26M 0.7%
37,063
-388
44
$6.25M 0.7%
302,060
-13,420
45
$6.23M 0.7%
66,170
+1,128
46
$6.06M 0.68%
55,817
+698
47
$5.94M 0.67%
+29,291
48
$5.92M 0.66%
10,891
-406
49
$5.91M 0.66%
9,128
+2
50
$5.89M 0.66%
27,766
-373
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