BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$14.3M
3 +$12.8M
4
META icon
Meta Platforms (Facebook)
META
+$9.05M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.44M

Top Sells

1 +$9.94M
2 +$7.74M
3 +$6.61M
4
BAX icon
Baxter International
BAX
+$6.44M
5
ADBE icon
Adobe
ADBE
+$6.28M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$382K 0.01%
5,291
-120
227
$377K 0.01%
8,554
228
$369K 0.01%
2,000
229
$352K 0.01%
4,282
230
$345K 0.01%
5,558
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231
$336K 0.01%
11,752
232
$326K 0.01%
1,953
233
$315K 0.01%
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-94
234
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2,883
+154
235
$312K 0.01%
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-110
236
$311K 0.01%
3,199
237
$311K 0.01%
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238
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239
$303K 0.01%
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240
$295K 0.01%
1,911
241
$295K 0.01%
2,921
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242
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243
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244
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245
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246
$281K 0.01%
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247
$279K 0.01%
798
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248
$273K 0.01%
2,009
249
$269K 0.01%
1,686
-67
250
$262K 0.01%
4,500