BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.91B
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12M
3
+$8.47M
4
DLTR icon
Dollar Tree
DLTR
+$8.16M
5
ADBE icon
Adobe
ADBE
+$7.64M

Top Sells

1
+$14M
2
+$6.23M
3
+$5.93M
4
VTR icon
Ventas
VTR
+$5M
5
HD icon
Home Depot
HD
+$4.95M

Sector Composition

1 Technology 21.18%
2 Financials 13.98%
3 Healthcare 12.65%
4 Consumer Staples 7.74%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$335K 0.01%
2,347
227
$335K 0.01%
3,254
228
$322K 0.01%
+7,553
229
$319K 0.01%
5,285
230
$316K 0.01%
4,282
231
$313K 0.01%
2,595
+1
232
$309K 0.01%
1,235
+368
233
$302K 0.01%
2,620
+3
234
$295K 0.01%
981
235
$294K 0.01%
2,621
-836
236
$290K 0.01%
3,647
-22
237
$287K 0.01%
3,233
-50
238
$282K 0.01%
4,465
239
$266K 0.01%
2,588
-100
240
$260K 0.01%
1,051
241
$260K 0.01%
2,272
242
$256K 0.01%
2,009
-25
243
$253K 0.01%
6,087
244
$252K 0.01%
20,115
-1,050
245
$252K 0.01%
5,836
-14,057
246
$247K 0.01%
2,674
247
$246K 0.01%
4,500
248
$246K 0.01%
825
+75
249
$238K 0.01%
1,042
+4
250
$223K 0.01%
+1,376
7 8 9
10
11