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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$231K 0.01%
12,235
-1,530
252
$228K 0.01%
7,915
-45
253
$226K 0.01%
2,674
-65
254
$221K 0.01%
1,800
255
$221K 0.01%
818
+1
256
$218K 0.01%
1,397
257
$217K 0.01%
867
258
$214K 0.01%
+1,305
259
$210K 0.01%
2,434
-150
260
$205K 0.01%
1,038
-150
261
$197K 0.01%
23,907
262
$126K ﹤0.01%
88,062
263
$36.7K ﹤0.01%
18,000
264
– –
-950
265
– –
-1,259
266
– –
-1,666
267
– –
-8,310
268
– –
-700
269
– –
-9,799
270
– –
-17,146
271
– –
-3,240
272
– –
-1,843
273
– –
-4,587
274
– –
-42,560
7 8 9 10
11