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
51
$5.88M 0.64%
27,712
-849
52
$5.82M 0.63%
21,882
-275
53
$5.71M 0.62%
53,682
+2,834
54
$5.65M 0.61%
73,840
+1,508
55
$5.48M 0.59%
85,768
+1,402
56
$5.42M 0.59%
21,893
-1,364
57
$5.39M 0.58%
27,552
-978
58
$5.38M 0.58%
11,756
-345
59
$5.36M 0.58%
29,094
-1,137
60
$5.35M 0.58%
86,318
+16,616
61
$5.29M 0.57%
23,587
-576
62
$5.22M 0.56%
15,637
+291
63
$5.03M 0.54%
15,958
-284
64
$5M 0.54%
59,021
-2,657
65
$4.87M 0.53%
54,829
-1,554
66
$4.84M 0.52%
41,245
+2,449
67
$4.73M 0.51%
12,800
68
$4.63M 0.5%
51,966
-2,074
69
$4.63M 0.5%
15,761
-425
70
$4.58M 0.5%
+94,118
71
$4.52M 0.49%
32,600
-465
72
$4.5M 0.49%
50,086
-839
73
$4.49M 0.49%
61,516
74
$4.39M 0.47%
10,956
-455
75
$4.17M 0.45%
20,038
-493
1 2
3
4 5