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
76
$4.06M 0.44%
60,294
-1,992
77
$4.05M 0.44%
34,842
-825
78
$4.05M 0.44%
19,674
-462
79
$4.03M 0.44%
9,810
-394
80
$4M 0.43%
103,941
-2,906
81
$3.97M 0.43%
15,605
82
$3.95M 0.43%
+27,178
83
$3.87M 0.42%
+217,843
84
$3.67M 0.4%
35,293
-3,068
85
$3.66M 0.4%
33,267
-1,357
86
$3.63M 0.39%
105,315
+1,731
87
$3.53M 0.38%
50,128
88
$3.5M 0.38%
26,530
+479
89
$3.49M 0.38%
39,095
+96
90
$3.46M 0.37%
8,500
-17,628
91
$3.44M 0.37%
31,653
-690
92
$3.07M 0.33%
19,037
93
$3.05M 0.33%
40,527
+744
94
$2.87M 0.31%
62,161
-500
95
$2.6M 0.28%
53,578
+1,918
96
$2.57M 0.28%
+28,438
97
$2.5M 0.27%
79,566
+2,782
98
$2.45M 0.27%
159,297
+8,236
99
$2.42M 0.26%
13,462
+61
100
$2.35M 0.25%
38,042
-744
2 3
4
5 6