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
126
$1.13M 0.12%
62,500
-1,985
127
$1.12M 0.12%
11,113
-143
128
$1.09M 0.12%
15,638
-242
129
$1.08M 0.12%
+28,175
130
$1.08M 0.12%
11,037
-1,232
131
$1.06M 0.11%
19,816
+68
132
$1.05M 0.11%
11,025
133
$1.05M 0.11%
17,080
-129
134
$927K 0.1%
16,356
-258
135
$873K 0.09%
43,006
-1,004
136
$863K 0.09%
1,841
137
$823K 0.09%
+4,981
138
$819K 0.09%
14,738
-406
139
$817K 0.09%
2,182
-220
140
$812K 0.09%
3,910
-98
141
$769K 0.08%
2,461
-51
142
$751K 0.08%
14,883
-1,188
143
$746K 0.08%
18,678
+1,416
144
$736K 0.08%
5,093
145
$677K 0.07%
2,220
-705
146
$677K 0.07%
91,855
+1,482
147
$631K 0.07%
5,009
+53
148
$616K 0.07%
1,428
-34
149
$593K 0.06%
13,200
-700
150
$577K 0.06%
4,498
-285
4 5
6
7 8