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
151
$484K 0.05%
11,041
152
$483K 0.05%
3,344
153
$482K 0.05%
5,290
154
$459K 0.05%
1,681
155
$458K 0.05%
1,642
-5
156
$451K 0.05%
+22,000
157
$450K 0.05%
8,721
-1,457
158
$440K 0.05%
1,840
-20
159
$435K 0.05%
11,082
-2,543
160
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2,503
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161
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26,914
162
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2,250
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163
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5,732
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164
$410K 0.05%
1,201
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165
$409K 0.05%
+11,300
166
$404K 0.05%
1,353
167
$376K 0.04%
2,536
168
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5,140
169
$347K 0.04%
3,069
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170
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2,560
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171
$342K 0.04%
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172
$334K 0.04%
7,090
173
$329K 0.04%
1,976
174
$327K 0.04%
2,765
-4
175
$314K 0.04%
6,087
5 6
7
8 9