BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$442K 0.01%
1,943
-10
227
$439K 0.01%
3,556
228
$422K 0.01%
8,554
229
$414K 0.01%
11,604
-1,695
230
$413K 0.01%
12,658
-1,194
231
$413K 0.01%
2,257
+952
232
$403K 0.01%
3,010
233
$399K 0.01%
+5,016
234
$389K 0.01%
4,575
-987
235
$384K 0.01%
5,558
236
$373K 0.01%
5,229
-62
237
$365K 0.01%
7,038
+2,710
238
$360K 0.01%
4,282
239
$353K 0.01%
1,863
-60
240
$334K 0.01%
7,212
+300
241
$331K 0.01%
2,505
+1
242
$321K 0.01%
591
243
$314K 0.01%
2,921
244
$306K 0.01%
438
-39
245
$304K 0.01%
3,199
246
$300K 0.01%
1,447
-290
247
$299K 0.01%
2,883
248
$296K 0.01%
+2,240
249
$296K 0.01%
1,200
250
$291K 0.01%
+2,572
8 9
10
11 12