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
101
$2.34M 0.25%
89,586
102
$2.12M 0.23%
41,020
+928
103
$2.09M 0.23%
10,491
104
$2.07M 0.22%
79,241
+4,635
105
$2.06M 0.22%
24,597
106
$2.04M 0.22%
75,309
+1,871
107
$1.8M 0.19%
12,000
108
$1.77M 0.19%
7,716
-129
109
$1.68M 0.18%
194,708
+603
110
$1.66M 0.18%
10,047
-307
111
$1.63M 0.18%
+9,777
112
$1.61M 0.17%
27,874
-81
113
$1.55M 0.17%
3
114
$1.54M 0.17%
41,453
+1,894
115
$1.52M 0.16%
18,198
+166
116
$1.49M 0.16%
28,782
-23
117
$1.37M 0.15%
1,878
-53
118
$1.36M 0.15%
44,767
-1,038
119
$1.34M 0.15%
73,520
-1,390
120
$1.34M 0.14%
5,523
-13
121
$1.33M 0.14%
23,698
-619
122
$1.33M 0.14%
16,136
-970
123
$1.25M 0.14%
12,946
124
$1.22M 0.13%
19,205
+32
125
$1.14M 0.12%
84,922
3 4
5
6 7