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
276
– –
-7,553
277
– –
-46,501
278
– –
-550
279
– –
-3,651
280
– –
-24,370
281
– –
-12,235
282
– –
-1,051
283
– –
-900
8 9 10 11
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