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
$925M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$4.58M
3
+$3.95M
4
RF icon
Regions Financial
RF
+$3.87M
5
MCHP icon
Microchip Technology
MCHP
+$2.57M

Top Sells

1
+$7.18M
2
+$4.36M
3
+$4.01M
4
LUV icon
Southwest Airlines
LUV
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.42M

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
26
$9.13M 0.99%
13,208
-102
27
$9.06M 0.98%
106,163
-3,178
28
$9.05M 0.98%
212,760
-102,490
29
$8.88M 0.96%
213,863
-8,503
30
$8.87M 0.96%
39,093
-1,185
31
$8.55M 0.92%
29,465
-807
32
$8.34M 0.9%
20,616
-618
33
$8.31M 0.9%
112,113
-2,385
34
$8.3M 0.9%
16,773
-1,073
35
$8.24M 0.89%
57,987
-1,044
36
$7.93M 0.86%
68,746
-2,568
37
$7.69M 0.83%
98,225
-7,453
38
$7.63M 0.83%
258,724
39
$7.44M 0.8%
60,839
-1,702
40
$7.1M 0.77%
66,547
-4
41
$6.96M 0.75%
14,550
-278
42
$6.85M 0.74%
54,338
-2,008
43
$6.73M 0.73%
105,825
-3,780
44
$6.65M 0.72%
12,788
-402
45
$6.6M 0.71%
154,641
-2,102
46
$6.6M 0.71%
95,529
+23,535
47
$6.48M 0.7%
14,627
48
$6.02M 0.65%
+32,969
49
$6M 0.65%
34,954
-1,381
50
$5.97M 0.65%
52,908
-2,395
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