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
$2.32B
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$26.8M
3
+$19M
4
CB icon
Chubb
CB
+$17.5M
5
HOG icon
Harley-Davidson
HOG
+$12.2M

Top Sells

1
+$44.5M
2
+$32.6M
3
+$24M
4
MCD icon
McDonald's
MCD
+$18.6M
5
WU icon
Western Union
WU
+$13.1M

Sector Composition

1 Financials 20.14%
2 Technology 19.55%
3 Industrials 14.38%
4 Healthcare 12.38%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.8M 1.63%
4,404,600
+124,800
27
$37.7M 1.62%
922,999
+28,549
28
$36.6M 1.58%
437,295
+742
29
$36.4M 1.57%
231,549
+69,654
30
$35.2M 1.52%
287,005
-6,967
31
$33.9M 1.46%
932,361
+29,643
32
$33.7M 1.45%
657,040
+236,925
33
$33.4M 1.44%
97,971
-1,841
34
$33.1M 1.43%
535,177
+1,015
35
$32.5M 1.4%
732,529
+12,631
36
$31.9M 1.37%
784,917
+9,318
37
$31.8M 1.37%
332,886
+6,095
38
$31.4M 1.36%
554,841
+47,785
39
$30.6M 1.32%
616,319
+14,377
40
$29.9M 1.29%
486,675
+435,745
41
$29.4M 1.27%
606,686
+4,919
42
$29M 1.25%
566,912
+20,700
43
$27.4M 1.18%
2,662,937
+26,608
44
$26.1M 1.12%
353,551
+855
45
$25.8M 1.11%
205,433
-147,858
46
$25.5M 1.1%
958,348
-309,695
47
$24.9M 1.07%
500,596
+17,031
48
$23.6M 1.02%
944,758
+34,400
49
$23.4M 1.01%
270,444
-7,462
50
$22.4M 0.97%
2,667,655
+352,510
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