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
$1.77B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$20.8M
3
+$19.6M
4
MDT icon
Medtronic
MDT
+$17.4M
5
BLK icon
Blackrock
BLK
+$16.7M

Top Sells

1
+$28.9M
2
+$20.1M
3
+$19.6M
4
LUV icon
Southwest Airlines
LUV
+$19.5M
5
BWA icon
BorgWarner
BWA
+$14.4M

Sector Composition

1 Technology 23.7%
2 Healthcare 17.71%
3 Financials 17.7%
4 Consumer Staples 9.5%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.8M 1.41%
105,259
-441
27
$24.5M 1.39%
159,602
-19,536
28
$23.9M 1.36%
767,978
-115,235
29
$23.9M 1.35%
292,841
-31,789
30
$23.7M 1.34%
+998,306
31
$23M 1.3%
42,242
+30,608
32
$21.7M 1.23%
352,159
-133,936
33
$20.9M 1.19%
339,894
+318,387
34
$20.8M 1.18%
+110,850
35
$19.8M 1.12%
186,510
-10,135
36
$19.2M 1.09%
2,490,126
-601,237
37
$19M 1.08%
127,096
+59,579
38
$18.8M 1.06%
1,177,023
-22,542
39
$18.5M 1.05%
362,597
-77,666
40
$17.9M 1.01%
195,339
+189,320
41
$17.8M 1.01%
200,030
+39,217
42
$17.8M 1.01%
398,748
-38,600
43
$17.6M 1%
125,641
-26,390
44
$17.4M 0.99%
35,618
-3,121
45
$17.3M 0.98%
520,262
-65,391
46
$17M 0.96%
130,052
-18,240
47
$17M 0.96%
95,316
-3,530
48
$15.8M 0.9%
2,604,498
-218,810
49
$15.7M 0.89%
73,236
-8,855
50
$15.6M 0.89%
373,822
+246,370
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