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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$325K 0.01%
2,594
+1
227
$321K 0.01%
3,570
228
$319K 0.01%
+2,617
229
$319K 0.01%
5,285
-1,101
230
$316K 0.01%
4,715
231
$312K 0.01%
4,465
-150
232
$306K 0.01%
1,739
-275
233
$304K 0.01%
2,347
-455
234
$289K 0.01%
2,272
-181
235
$286K 0.01%
4,282
236
$285K 0.01%
981
237
$285K 0.01%
3,626
-575
238
$281K 0.01%
21,165
239
$274K 0.01%
1,051
-82
240
$268K 0.01%
6,955
241
$267K 0.01%
2,034
242
$263K 0.01%
1,928
-730
243
$260K 0.01%
750
244
$252K 0.01%
3,283
-187
245
$251K 0.01%
4,500
246
$250K 0.01%
2,688
-1,590
247
$242K 0.01%
435
248
$241K 0.01%
12,870
-1,735
249
$237K 0.01%
3,261
250
$232K 0.01%
+1,773
7 8 9
10
11