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
151
$574K 0.06%
20,000
-3,200
152
$564K 0.06%
20,738
+47
153
$563K 0.06%
5,887
+362
154
$563K 0.06%
4,256
+90
155
$550K 0.06%
696
156
$549K 0.06%
15,656
+554
157
$546K 0.06%
923
-40
158
$540K 0.06%
+12,296
159
$512K 0.06%
+13,077
160
$506K 0.05%
6,191
-235
161
$505K 0.05%
16,766
+1,999
162
$492K 0.05%
2,653
+212
163
$487K 0.05%
+4,817
164
$484K 0.05%
2,446
+711
165
$474K 0.05%
3,994
+123
166
$467K 0.05%
1,288
-103
167
$467K 0.05%
7,411
+1,228
168
$462K 0.05%
1,355
169
$461K 0.05%
4,625
-255
170
$460K 0.05%
22,000
171
$443K 0.05%
+2,164
172
$443K 0.05%
+7,650
173
$442K 0.05%
+5,305
174
$440K 0.05%
2,283
+58
175
$432K 0.05%
16,099
+1,973
5 6
7
8 9