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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$220K 0.01%
3,208
252
$215K 0.01%
4,500
253
$211K 0.01%
1,204
-565
254
$209K 0.01%
+1,666
255
$208K 0.01%
1,800
256
$207K 0.01%
4,820
-248
257
$206K 0.01%
808
+40
258
$205K 0.01%
2,391
259
$182K 0.01%
23,907
260
$134K 0.01%
14,139
-105
261
$87.3K ﹤0.01%
88,062
262
– –
-4,351
263
– –
-2,584
264
– –
-1,527
265
– –
-1,310
266
– –
-4,526
267
– –
-1,005
268
– –
-25,764
269
– –
-814
270
– –
-15,165
271
– –
-1,365
272
– –
-4,100
273
– –
-500
274
– –
-6,022
275
– –
-1,380
8 9 10
11
12