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
176
$418K 0.05%
773
+41
177
$408K 0.04%
4,476
+74
178
$407K 0.04%
6,119
+210
179
$407K 0.04%
1,189
+218
180
$406K 0.04%
2,459
-119
181
$404K 0.04%
8,506
-753
182
$404K 0.04%
+8,218
183
$402K 0.04%
5,140
184
$400K 0.04%
7,564
185
$397K 0.04%
7,337
+693
186
$396K 0.04%
+6,586
187
$396K 0.04%
8,572
-2,694
188
$386K 0.04%
3,229
+58
189
$380K 0.04%
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190
$375K 0.04%
6,619
+1,052
191
$371K 0.04%
10,329
192
$359K 0.04%
5,942
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193
$356K 0.04%
6,632
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194
$351K 0.04%
2,496
195
$348K 0.04%
3,056
196
$330K 0.04%
+2,718
197
$326K 0.04%
1,058
-318
198
$304K 0.03%
5,353
-3,101
199
$303K 0.03%
4,574
+185
200
$302K 0.03%
8,646
+5
6 7
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