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
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

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%
80
229
$352K 0.01%
4,282
230
$345K 0.01%
5,558
-93
231
$336K 0.01%
11,752
232
$326K 0.01%
1,953
233
$315K 0.01%
2,504
-94
234
$315K 0.01%
2,883
+154
235
$312K 0.01%
1,737
-110
236
$311K 0.01%
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237
$311K 0.01%
2,780
-65
238
$307K 0.01%
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-370
239
$303K 0.01%
1,070
240
$295K 0.01%
1,911
241
$295K 0.01%
2,921
+237
242
$293K 0.01%
591
243
$291K 0.01%
2,822
244
$290K 0.01%
477
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245
$287K 0.01%
9,381
246
$281K 0.01%
3,010
247
$279K 0.01%
798
+11
248
$273K 0.01%
2,009
249
$269K 0.01%
1,686
-67
250
$262K 0.01%
4,500
8 9
10
11 12