BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.44M
3
+$7.44M
4
LW icon
Lamb Weston
LW
+$5.67M
5
CRM icon
Salesforce
CRM
+$4.76M

Top Sells

1
+$8.95M
2
+$6.79M
3
+$6.41M
4
EMBJ
Embraer S.A. ADS
EMBJ
+$4.01M
5
VLO icon
Valero Energy
VLO
+$3.97M

Sector Composition

1 Technology 23.54%
2 Financials 19.78%
3 Healthcare 14.45%
4 Consumer Staples 7.89%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.8M 1.26%
1,461,954
-23,255
27
$29.6M 1.25%
148,212
+814
28
$29.4M 1.24%
210,567
+3,789
29
$29.1M 1.23%
387,740
-3,131
30
$28.2M 1.19%
328,605
-19,470
31
$28M 1.18%
401,085
+36,499
32
$27.9M 1.18%
275,421
+4,465
33
$27.1M 1.14%
527,936
-1,179
34
$26.9M 1.13%
753,800
+16,929
35
$26.6M 1.12%
193,945
-23,711
36
$26.5M 1.12%
488,039
+31,647
37
$26.4M 1.11%
210,405
+4,516
38
$25.4M 1.07%
362,201
+2,472
39
$24.5M 1.03%
115,103
+3,952
40
$24.4M 1.03%
180,853
+8,882
41
$23.8M 1%
74,320
-167
42
$22.5M 0.95%
114,848
+716
43
$22.4M 0.95%
907,210
-68,152
44
$22.4M 0.94%
1,681,115
+33,763
45
$21.6M 0.91%
79,274
-850
46
$21M 0.88%
33,590
+136
47
$20.6M 0.87%
389,623
-19,210
48
$20.1M 0.85%
11,850
+88
49
$20M 0.84%
91,144
-1,353
50
$19.9M 0.84%
+459,005
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