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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$253K 0.01%
+3,132
252
$249K 0.01%
2,034
253
$247K 0.01%
1,380
-25
254
$246K 0.01%
16,031
-2,820
255
$245K 0.01%
1,197
256
$244K 0.01%
7,960
-4,450
257
$237K 0.01%
+3,261
258
$233K 0.01%
+5,068
259
$230K 0.01%
2,391
260
$229K 0.01%
1,365
261
$227K 0.01%
4,500
262
$226K 0.01%
3,208
263
$220K 0.01%
+500
264
$218K 0.01%
2,584
-110
265
$216K 0.01%
1,971
-90
266
$208K 0.01%
+4,526
267
$205K 0.01%
+814
268
$204K 0.01%
+768
269
$201K 0.01%
1,800
270
$199K 0.01%
23,907
271
$144K 0.01%
88,062
272
$142K 0.01%
14,244
-510
273
– –
-5,628
274
– –
-145
275
– –
-8,940
8 9 10
11
12