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
176
$309K 0.03%
3,550
-651
177
$300K 0.03%
2,019
178
$300K 0.03%
+3,290
179
$292K 0.03%
2,285
180
$286K 0.03%
6,742
181
$264K 0.03%
700
182
$240K 0.03%
1,429
-8
183
$240K 0.03%
1,500
184
$240K 0.03%
3,393
185
$237K 0.03%
4,691
-1,147
186
$237K 0.03%
1,446
187
$232K 0.03%
11,736
-3,489
188
$223K 0.03%
1,844
-264
189
$223K 0.03%
1,002
190
$216K 0.02%
1,719
-251
191
$215K 0.02%
274
-22
192
$215K 0.02%
5,869
193
$215K 0.02%
1,974
-400
194
$213K 0.02%
2,408
-488
195
$210K 0.02%
4,000
-8,300
196
$205K 0.02%
2,186
-385
197
$205K 0.02%
1,253
-168
198
$205K 0.02%
11,092
-10,641
199
$201K 0.02%
4,679
-797
200
$192K 0.02%
6,106
+216
6 7
8
9 10