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
276
– –
-1,417
277
– –
-625
278
– –
-40,944
279
– –
-8,325
280
– –
-8,845
281
– –
-142,331
282
– –
-2,095
283
– –
-7,380
8 9 10 11
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