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
$2.15B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$8.87M
3
+$8.19M
4
PHG icon
Philips
PHG
+$7.02M
5
COLM icon
Columbia Sportswear
COLM
+$6.26M

Top Sells

1
+$25M
2
+$9.3M
3
+$4.45M
4
VTR icon
Ventas
VTR
+$3.99M
5
AZO icon
AutoZone
AZO
+$3.92M

Sector Composition

1 Technology 19.99%
2 Financials 18.79%
3 Healthcare 18.59%
4 Industrials 9.02%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.4M 1.33%
281,846
-6,546
27
$28.3M 1.32%
417,082
-2,806
28
$27.8M 1.29%
573,340
+35,206
29
$27.7M 1.29%
356,855
+43,867
30
$26.1M 1.22%
105,226
-749
31
$25.7M 1.2%
544,844
+44,142
32
$25.6M 1.19%
358,915
+10,415
33
$24.5M 1.14%
79,635
+4,997
34
$24.3M 1.13%
477,446
-2,673
35
$23.7M 1.11%
1,467,251
-80,461
36
$23.6M 1.1%
228,654
+37,668
37
$23.2M 1.08%
785,757
-57,460
38
$22.7M 1.06%
9,220
-1,591
39
$21.5M 1%
241,144
-49,828
40
$21M 0.98%
356,190
+22,628
41
$21M 0.98%
133,956
-3,762
42
$20.9M 0.97%
240,434
-8,767
43
$20.7M 0.97%
1,146,956
+64,418
44
$20.2M 0.94%
533,834
+109,637
45
$19.7M 0.92%
148,591
+15,382
46
$19.6M 0.92%
63,591
-2,429
47
$19M 0.89%
1,428,009
+527,397
48
$18.6M 0.87%
161,941
-8,023
49
$18.4M 0.86%
446,390
+113,387
50
$18.4M 0.86%
196,926
-13,126
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