BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$287K 0.01%
2,728
-52
252
$286K 0.01%
1,070
253
$285K 0.01%
4,500
254
$278K 0.01%
1,911
255
$274K 0.01%
798
256
$273K 0.01%
2,009
257
$272K 0.01%
1,141
-33
258
$272K 0.01%
+8,255
259
$267K 0.01%
1,413
260
$265K 0.01%
1,110
261
$260K 0.01%
815
262
$257K 0.01%
5,487
-262
263
$254K 0.01%
3,355
-480
264
$246K 0.01%
4,118
265
$241K 0.01%
1,470
-137
266
$232K 0.01%
+1,090
267
$231K 0.01%
4,391
268
$231K 0.01%
1,666
-20
269
$223K 0.01%
+2,095
270
$216K 0.01%
+697
271
$211K 0.01%
+8,840
272
$211K 0.01%
+8,325
273
$209K 0.01%
1,058
274
$206K 0.01%
826
+2
275
$204K 0.01%
+3,261
8 9 10
11
12