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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$30.3M
2 +$7.49M
3 +$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1 +$17M
2 +$10.1M
3 +$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$298K 0.01%
4,327
-1,309
227
$296K 0.01%
5,249
-1,058
228
$295K 0.01%
4,615
229
$293K 0.01%
2,437
-306
230
$291K 0.01%
1,093
-475
231
$288K 0.01%
9,895
232
$285K 0.01%
3,132
233
$281K 0.01%
6,955
-25
234
$281K 0.01%
13,765
235
$278K 0.01%
4,715
236
$277K 0.01%
3,254
237
$272K 0.01%
2,592
+621
238
$270K 0.01%
1,303
+106
239
$265K 0.01%
700
-1,150
240
$263K 0.01%
16,451
+420
241
$254K 0.01%
3,570
242
$249K 0.01%
4,695
-7,104
243
$244K 0.01%
4,282
244
$239K 0.01%
2,738
245
$238K 0.01%
+4,445
246
$234K 0.01%
2,034
247
$230K 0.01%
7,960
248
$228K 0.01%
3,261
249
$225K 0.01%
1,843
250
$220K 0.01%
+5,358