BCM
Becker Capital Management Portfolio holdings
AUM
$3.21B
This Quarter Return
+11.6%
1 Year Return
+20.47%
3 Year Return
+69.86%
5 Year Return
+139.42%
10 Year Return
+219.37%
AUM
$2.77B
AUM Growth
+$2.77B
(+10%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
270
New
9
Increased
69
Reduced
127
Closed
7
Top Buys
| 1 |
Diageo
DEO
|
$18.3M |
| 2 |
Vanguard Growth ETF
VUG
|
$8.25M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.52M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$4.42M |
| 5 |
SPDR Gold Trust
GLD
|
$3.83M |
Top Sells
| 1 |
Alaska Air
ALK
|
$16.3M |
| 2 |
Unilever
UL
|
$10.5M |
| 3 |
Blackbaud
BLKB
|
$5.39M |
| 4 |
PayPal
PYPL
|
$4.92M |
| 5 |
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% |
