BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$14.3M
3
+$12.8M
4
META icon
Meta Platforms (Facebook)
META
+$9.05M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.44M

Top Sells

1
+$9.94M
2
+$7.74M
3
+$6.61M
4
BAX icon
Baxter International
BAX
+$6.44M
5
ADBE icon
Adobe
ADBE
+$6.28M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$260K 0.01%
1,413
252
$259K 0.01%
+3,835
253
$259K 0.01%
4,328
-107
254
$251K 0.01%
4,118
255
$248K 0.01%
812
-1
256
$244K 0.01%
2,328
257
$241K 0.01%
1,607
-105
258
$237K 0.01%
1,174
-10
259
$226K 0.01%
+2,805
260
$223K 0.01%
911
-50
261
$223K 0.01%
1,305
262
$222K 0.01%
+4,475
263
$219K 0.01%
1,200
264
$219K 0.01%
815
-30
265
$217K 0.01%
1,058
-274
266
$209K 0.01%
1,110
267
$206K 0.01%
824
+1
268
$205K 0.01%
+3,120
269
$201K 0.01%
4,391
270
$201K 0.01%
+1,944
271
$198K 0.01%
19,733
272
$162K 0.01%
18,811
273
$151K 0.01%
88,062
274
$10.3K ﹤0.01%
18,000
275
– –
-697
8 9 10
11
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