BCM

Becker Capital Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$374K 0.01%
4,785
227
$361K 0.01%
3,636
228
$354K 0.01%
4,615
+30
229
$345K 0.01%
1,769
+80
230
$340K 0.01%
3,876
-3
231
$339K 0.01%
7,049
232
$333K 0.01%
2,450
-100
233
$329K 0.01%
+4,351
234
$315K 0.01%
+6,022
235
$310K 0.01%
2,924
236
$299K 0.01%
13,765
237
$299K 0.01%
4,715
238
$299K 0.01%
1,527
239
$290K 0.01%
47,199
-818,789
240
$286K 0.01%
+2,743
241
$282K 0.01%
+1,005
242
$278K 0.01%
2,738
243
$275K 0.01%
102
244
$275K 0.01%
3,570
245
$272K 0.01%
3,254
-112
246
$268K 0.01%
4,282
247
$267K 0.01%
6,980
248
$260K 0.01%
1,179
249
$257K 0.01%
9,895
-17,665
250
$257K 0.01%
1,843
-250
8 9
10
11 12