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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$222K 0.01%
+1,397
252
$215K 0.01%
+817
253
$215K 0.01%
7,960
254
$214K 0.01%
1,800
255
$210K 0.01%
+2,584
256
$208K 0.01%
8,310
-1,585
257
$207K 0.01%
+950
258
$206K 0.01%
2,739
-469
259
$201K 0.01%
+867
260
$200K 0.01%
+435
261
$184K 0.01%
23,907
262
$96.9K ﹤0.01%
88,062
263
$38.6K ﹤0.01%
+18,000
264
– –
-5,358
265
– –
-6,008
266
– –
-4,445
267
– –
-2,391
268
– –
-4,695
269
– –
-4,820
270
– –
-14,139
7 8 9 10
11