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
126
$1.1M 0.12%
20,340
+509
127
$1.08M 0.12%
3,228
-9
128
$1.06M 0.12%
16,228
129
$975K 0.11%
21,859
+39
130
$938K 0.11%
19,519
+809
131
$920K 0.1%
14,110
+424
132
$881K 0.1%
8,063
-3,086
133
$868K 0.1%
7,765
+81
134
$853K 0.1%
17,302
+512
135
$827K 0.09%
10,115
+205
136
$785K 0.09%
3,019
-776
137
$745K 0.08%
14,654
138
$720K 0.08%
5,327
+6
139
$708K 0.08%
6,244
+1,763
140
$688K 0.08%
14,221
+101
141
$688K 0.08%
2,618
-8
142
$653K 0.07%
+15,779
143
$644K 0.07%
16,428
144
$597K 0.07%
4,642
-581
145
$570K 0.06%
+1,716
146
$553K 0.06%
+3,191
147
$524K 0.06%
844
-14
148
$510K 0.06%
11,745
149
$503K 0.06%
2,085
-2,720
150
$488K 0.05%
2,110
-691
4 5
6
7 8