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
$2.7B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$23.3M
3
+$21M
4
MON
Monsanto Co
MON
+$11.8M
5
MCK icon
McKesson
MCK
+$10.6M

Top Sells

1
+$38.6M
2
+$16.8M
3
+$11.5M
4
CSX icon
CSX Corp
CSX
+$10.8M
5
CB icon
Chubb
CB
+$10M

Sector Composition

1 Financials 22.01%
2 Technology 15.85%
3 Healthcare 14.3%
4 Industrials 10.63%
5 Energy 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40.1M 1.48%
1,154,221
-790
27
$39.4M 1.46%
277,293
-6,725
28
$39.3M 1.46%
825,777
-8,840
29
$39.1M 1.45%
332,180
-9,105
30
$37.3M 1.38%
640,195
-16,284
31
$36.6M 1.36%
260,670
+75,544
32
$36.3M 1.34%
345,298
+111,810
33
$36.1M 1.34%
400,176
-12,885
34
$35.8M 1.33%
718,186
-40,646
35
$35.6M 1.32%
1,213,639
-197,760
36
$35.3M 1.31%
419,681
+14,975
37
$35.1M 1.3%
1,286,487
+87,515
38
$34.9M 1.29%
+1,426,802
39
$34.8M 1.29%
2,590,120
-93,488
40
$34.6M 1.28%
530,032
-7,608
41
$34.2M 1.27%
461,810
-54,595
42
$33.8M 1.25%
491,989
-12,771
43
$33M 1.22%
800,476
-21,418
44
$32.2M 1.19%
84,543
-1,308
45
$31M 1.15%
368,990
+2,082
46
$30.9M 1.14%
211,426
-4,601
47
$30.2M 1.12%
2,611,959
-31,177
48
$29.6M 1.1%
791,272
+182,005
49
$27.1M 1%
795,948
+207,225
50
$26.8M 0.99%
611,416
+1,566
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