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
$3.08B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$3.85M
4
INTC icon
Intel
INTC
+$3.77M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.58M

Top Sells

1
+$29M
2
+$13.2M
3
+$9.64M
4
VTR icon
Ventas
VTR
+$9.04M
5
WBD icon
Warner Bros
WBD
+$5.53M

Sector Composition

1 Technology 20.45%
2 Financials 14.17%
3 Healthcare 12.4%
4 Consumer Staples 7.61%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$265K 0.01%
1,151
+109
252
$262K 0.01%
4,500
253
$256K 0.01%
1,911
+111
254
$256K 0.01%
2,674
255
$256K 0.01%
+1,110
256
$247K 0.01%
+9,381
257
$247K 0.01%
2,344
+72
258
$234K 0.01%
1,305
259
$233K 0.01%
1,957
-390
260
$230K 0.01%
10,040
-955
261
$226K 0.01%
1,376
262
$225K 0.01%
+2,684
263
$221K 0.01%
+950
264
$216K 0.01%
+821
265
$214K 0.01%
+8,326
266
$214K 0.01%
+4,118
267
$213K 0.01%
3,010
268
$213K 0.01%
20,165
+50
269
$208K 0.01%
2,761
-540
270
$207K 0.01%
+813
271
$206K 0.01%
+1,983
272
$203K 0.01%
+3,120
273
$186K 0.01%
21,479
-2,428
274
$93.3K ﹤0.01%
88,062
275
$19.8K ﹤0.01%
18,000
8 9 10
11
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