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
201
$296K 0.03%
3,180
202
$291K 0.03%
2,147
+2
203
$288K 0.03%
2,619
204
$285K 0.03%
4,539
-1,274
205
$283K 0.03%
+5,800
206
$281K 0.03%
2,962
-779
207
$276K 0.03%
26,859
208
$275K 0.03%
+20,282
209
$272K 0.03%
2,384
210
$270K 0.03%
3,266
+131
211
$269K 0.03%
11,834
-271
212
$268K 0.03%
3,728
+47
213
$267K 0.03%
+2,641
214
$264K 0.03%
13,351
+111
215
$263K 0.03%
+4,256
216
$262K 0.03%
+2,678
217
$262K 0.03%
4,274
218
$259K 0.03%
4,824
-123
219
$257K 0.03%
+6,984
220
$254K 0.03%
6,635
-1,278
221
$253K 0.03%
1,290
+62
222
$250K 0.03%
4,780
223
$250K 0.03%
+7,048
224
$250K 0.03%
24,389
-5,930
225
$249K 0.03%
17,287
+630
7 8
9
10 11