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
101
$2.21M 0.25%
30,211
+1,548
102
$2.19M 0.25%
7,787
-62
103
$1.97M 0.22%
27,949
-2,903
104
$1.83M 0.21%
10,727
-89
105
$1.8M 0.2%
+12,000
106
$1.71M 0.19%
40,391
-71,020
107
$1.65M 0.18%
4
108
$1.63M 0.18%
5,537
109
$1.6M 0.18%
84,505
-425
110
$1.5M 0.17%
40,826
+30,826
111
$1.49M 0.17%
67,625
-1,280
112
$1.47M 0.16%
21,976
+501
113
$1.45M 0.16%
12,946
114
$1.41M 0.16%
+14,011
115
$1.27M 0.14%
11,037
116
$1.26M 0.14%
87,012
-166
117
$1.23M 0.14%
4,360
-227
118
$1.19M 0.13%
22,680
-595
119
$1.19M 0.13%
169,013
+2,114
120
$1.18M 0.13%
24,570
-1,056
121
$1.17M 0.13%
11,025
122
$1.15M 0.13%
15,249
+637
123
$1.14M 0.13%
37,167
+592
124
$1.14M 0.13%
14,281
-89
125
$1.11M 0.12%
23,668
+190
3 4
5
6 7