BCM

Becker Capital Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
-$123K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.3M
3
+$20.2M
4
TGI
Triumph Group
TGI
+$18.4M
5
AAPL icon
Apple
AAPL
+$18.2M

Top Sells

1
+$36.2M
2
+$27.7M
3
+$25.1M
4
DVN icon
Devon Energy
DVN
+$15.5M
5
LUV icon
Southwest Airlines
LUV
+$14.4M

Sector Composition

1 Technology 18.95%
2 Financials 16.79%
3 Industrials 15.06%
4 Energy 11.75%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.9M 1.47%
1,356,508
+116,291
27
$34.8M 1.43%
+706,820
28
$34.5M 1.41%
386,098
+16,480
29
$33.8M 1.39%
789,742
-18,426
30
$33.8M 1.39%
537,142
+52,345
31
$33.7M 1.38%
592,629
-24,462
32
$33M 1.35%
333,936
-59,745
33
$31.7M 1.3%
1,656,144
+950,880
34
$31.5M 1.29%
264,779
+42,408
35
$31.3M 1.28%
+455,200
36
$31.2M 1.28%
392,592
+43,815
37
$30.8M 1.26%
316,181
-3,762
38
$30.7M 1.26%
474,710
+284,760
39
$30.2M 1.24%
596,839
-150,941
40
$30.1M 1.23%
964,173
-10,929
41
$29.8M 1.22%
350,852
-7,721
42
$29.1M 1.19%
246,115
-46,618
43
$28.9M 1.19%
2,727,190
-84,540
44
$28.8M 1.18%
685,955
+264,412
45
$28.8M 1.18%
233,329
+503
46
$27.6M 1.13%
412,407
-231,114
47
$27.2M 1.12%
897,396
-29,089
48
$26.7M 1.1%
290,798
+2,711
49
$26.7M 1.09%
1,115,336
+94,412
50
$25.7M 1.06%
349,274
-119,225
1
2
3 4 5