BCM
Becker Capital Management Portfolio holdings
AUM
$3.5B
1-Year Est. Return
23.9%
This Fund
S&P 500
1 Year Est. Return
+23.9%
AUM
$3.5B
AUM Growth
+$72.5M
(+2.1%)
Holding
307
Top Buys
| 1 | +$5.65M | |
| 2 | +$4.89M | |
| 3 | +$4.35M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.93M |
| 5 |
Vanguard Growth ETF
VUG
|
+$2.62M |
Top Sells
| 1 | +$5.74M | |
| 2 | +$5.19M | |
| 3 | +$5.02M | |
| 4 |
Microsoft
MSFT
|
+$4.97M |
| 5 |
Ciena
CIEN
|
+$3.42M |
Sector Composition
| 1 | Technology | 21.8% |
| 2 | Financials | 15.29% |
| 3 | Healthcare | 10.92% |
| 4 | Industrials | 8.57% |
| 5 | Consumer Staples | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Reviva Pharmaceuticals
RVPH
$25.2M
| $9.09K | ﹤0.01% |
+32,580
|
|
||
302
Autodesk
ADSK
$53.7B
| – | – |
-652
|
|
||
303
Danaher
DHR
$146B
| – | – |
-1,058
|
|
||
304
iShares MSCI Intl Value Factor ETF
IVLU
$3.85B
| – | – |
-8,255
|
|
||
305
Texas Instruments
TXN
$184B
| – | – |
-1,210
|
|
||
306
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
| – | – |
-4,981
|
|
||
307
iShares MSCI USA Value Factor ETF
VLUE
$9.96B
| – | – |
-2,572
|
|