BCM

BTC Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$925M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.11M
3
+$3.85M
4
CRWD icon
CrowdStrike
CRWD
+$3.79M
5
MCHP icon
Microchip Technology
MCHP
+$2.24M

Top Sells

1
+$6.8M
2
+$3.4M
3
+$3.28M
4
LUV icon
Southwest Airlines
LUV
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Sector Composition

1 Technology 18.84%
2 Financials 10.61%
3 Healthcare 10%
4 Consumer Discretionary 7.48%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-27,489
252
– –
-10,160
253
– –
-100,540
254
– –
-1,197
255
– –
-21,788
256
– –
-6,243
257
– –
-8,063
7 8 9 10
11