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
51
$5.74M 0.64%
21,599
-395
52
$5.73M 0.64%
25,756
-239
53
$5.41M 0.61%
27,653
+2,030
54
$5.4M 0.61%
+218,411
55
$5.15M 0.58%
60,705
-3,229
56
$5.09M 0.57%
47,172
-2,621
57
$5.09M 0.57%
11,857
-1,504
58
$5.09M 0.57%
22,252
-7,896
59
$5.06M 0.57%
72,543
+3,871
60
$5.01M 0.56%
39,961
-2,657
61
$4.88M 0.55%
82,415
-3,840
62
$4.81M 0.54%
61,516
+15,600
63
$4.77M 0.54%
63,528
-4,460
64
$4.72M 0.53%
102,794
-1,272
65
$4.71M 0.53%
17,817
-2,552
66
$4.58M 0.51%
+12,800
67
$4.57M 0.51%
10,660
-103
68
$4.49M 0.5%
13,685
-1,338
69
$4.39M 0.49%
20,700
-2,827
70
$4.38M 0.49%
+10,864
71
$4.34M 0.49%
20,777
+333
72
$4.21M 0.47%
9,886
+9
73
$4.16M 0.47%
35,820
-9,265
74
$4.09M 0.46%
28,139
-3,686
75
$4.01M 0.45%
31,636
-11,445
1 2
3
4 5