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
$2.22B
AUM Growth
-$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29M
3
+$28.6M
4
WMT icon
Walmart
WMT
+$19.5M
5
ATI icon
ATI
ATI
+$10.5M

Top Sells

1
+$33.4M
2
+$33.2M
3
+$27.7M
4
NOV icon
NOV
NOV
+$25.9M
5
ATGE icon
Adtalem Global Education
ATGE
+$25.3M

Sector Composition

1 Financials 21.84%
2 Technology 18.46%
3 Industrials 14.98%
4 Healthcare 11.32%
5 Energy 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.2M 1.63%
493,711
+21,555
27
$36.2M 1.63%
330,721
+365
28
$36.1M 1.63%
913,781
+69,810
29
$36M 1.63%
868,846
+5,139
30
$35.4M 1.6%
273,540
+3,773
31
$32.2M 1.45%
271,929
+1,747
32
$31.6M 1.43%
289,304
-1,456
33
$31.5M 1.42%
526,499
-1,821
34
$31.5M 1.42%
767,315
+4,414
35
$31.3M 1.41%
661,292
+9,246
36
$31.1M 1.4%
1,715,074
+12,836
37
$31M 1.4%
416,808
+389,637
38
$30.8M 1.39%
722,003
+4,488
39
$30.6M 1.38%
3,416,715
+45,309
40
$29.6M 1.33%
1,005,945
+34,040
41
$28.6M 1.29%
+532,289
42
$28.2M 1.27%
152,575
+625
43
$27.9M 1.26%
884,148
+2,145
44
$26.6M 1.2%
1,448,776
+12,390
45
$26.4M 1.19%
88,902
+338
46
$26M 1.18%
543,011
+7,814
47
$25M 1.13%
316,974
+7,645
48
$24.9M 1.12%
1,754,903
+742,135
49
$24.2M 1.09%
352,554
+6,435
50
$24M 1.08%
348,416
-48,797
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