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
76
$3.85M 0.43%
89,565
-2,287
77
$3.75M 0.42%
115,451
+4,847
78
$3.71M 0.42%
72,016
+1,102
79
$3.71M 0.42%
50,128
-10,648
80
$3.68M 0.41%
+84,261
81
$3.62M 0.41%
42,153
+7,988
82
$3.61M 0.41%
65,086
-462
83
$3.58M 0.4%
54,237
+652
84
$3.56M 0.4%
16,204
-1,817
85
$3.51M 0.39%
65,081
+15,958
86
$3.49M 0.39%
14,711
-88
87
$3.35M 0.38%
+8,500
88
$3.16M 0.35%
34,469
+979
89
$2.89M 0.32%
+52,203
90
$2.78M 0.31%
56,700
+3,200
91
$2.77M 0.31%
19,037
92
$2.75M 0.31%
26,975
93
$2.7M 0.3%
53,551
94
$2.5M 0.28%
42,448
-10,037
95
$2.46M 0.28%
10,981
+1,400
96
$2.42M 0.27%
46,026
+10,258
97
$2.31M 0.26%
35,365
-263
98
$2.29M 0.26%
10,491
99
$2.27M 0.25%
45,720
+2,210
100
$2.26M 0.25%
42,659
-18,343
2 3
4
5 6