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
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.1M
3
+$11.4M
4
AGN
Allergan plc
AGN
+$11.3M
5
CAT icon
Caterpillar
CAT
+$10.9M

Top Sells

1
+$33.6M
2
+$31.6M
3
+$15.2M
4
WMT icon
Walmart
WMT
+$14.9M
5
Y
Alleghany Corp
Y
+$13.7M

Sector Composition

1 Financials 20.37%
2 Technology 18.09%
3 Healthcare 14.94%
4 Consumer Staples 8.58%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.9M 1.4%
364,118
-93,240
27
$37.6M 1.39%
1,356,253
-14,902
28
$37.4M 1.39%
206,193
+202,885
29
$37.1M 1.38%
203,974
-20,469
30
$37.1M 1.37%
1,507,153
-69,718
31
$36.2M 1.34%
607,677
+3,930
32
$35.7M 1.32%
997,719
+1,958
33
$35.1M 1.3%
676,389
-9,968
34
$33.9M 1.26%
419,705
-8,530
35
$32.6M 1.21%
1,794,386
+364,184
36
$31.7M 1.17%
936,861
-26,290
37
$31.1M 1.15%
50,769
-22,417
38
$30.5M 1.13%
3,478,979
+229,865
39
$30.5M 1.13%
261,739
+38,945
40
$30.4M 1.13%
624,239
-20,595
41
$29.8M 1.1%
930,599
-360,335
42
$29M 1.07%
508,616
-169,310
43
$28.8M 1.07%
245,663
-2,933
44
$28.2M 1.04%
593,155
+3,255
45
$27.5M 1.02%
519,015
+80,277
46
$27M 1%
1,418,794
-62,735
47
$26.5M 0.98%
607,640
-26,311
48
$26.1M 0.97%
485,328
-14,262
49
$25.7M 0.95%
133,840
+18,182
50
$25.4M 0.94%
179,424
+71,309
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