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
$2.91B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$31.4M
3
+$27.2M
4
FLR icon
Fluor
FLR
+$26.9M
5
EFII
Electronics for Imaging
EFII
+$22.9M

Top Sells

1
+$34.8M
2
+$21.3M
3
+$21.1M
4
DOX icon
Amdocs
DOX
+$16.2M
5
AVT icon
Avnet
AVT
+$14.9M

Sector Composition

1 Financials 21.99%
2 Technology 17.95%
3 Healthcare 14.78%
4 Industrials 9.3%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.3M 1.42%
456,509
-213
27
$40.9M 1.4%
561,670
+36,791
28
$40.7M 1.4%
73,447
+280
29
$40.4M 1.39%
721,210
+21,890
30
$40M 1.37%
340,580
+8,865
31
$40M 1.37%
439,802
+9,122
32
$39M 1.34%
+1,171,620
33
$37.8M 1.3%
84,637
+1,461
34
$37.8M 1.3%
729,400
+16,848
35
$37.5M 1.29%
457,177
+14,933
36
$37M 1.27%
605,391
+9,720
37
$36.1M 1.24%
1,799,803
-328,216
38
$36.1M 1.24%
1,595,714
-1,181
39
$35.3M 1.21%
1,087,454
-4,636
40
$34.6M 1.19%
537,857
-252,353
41
$34.6M 1.19%
224,978
-35,666
42
$34.1M 1.17%
489,453
+19,830
43
$33.5M 1.15%
1,550,251
+22,615
44
$33.1M 1.14%
556,905
-1,855
45
$32.1M 1.1%
898,683
+83,555
46
$31.4M 1.08%
+299,137
47
$31.1M 1.07%
828,839
+12,655
48
$30.9M 1.06%
595,528
+13,743
49
$29.5M 1.01%
751,495
-379,365
50
$28.6M 0.98%
411,421
-61,993
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