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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.2M 1.22%
247,208
+28,751
27
$31.1M 1.18%
837,287
+75,856
28
$30.2M 1.14%
220,841
-7,466
29
$29.6M 1.12%
762,100
+9,774
30
$29.5M 1.12%
1,464,473
+22,923
31
$29.4M 1.11%
544,756
-31,822
32
$28.3M 1.07%
395,300
-6,555
33
$27.1M 1.03%
276,624
+7,221
34
$26.6M 1.01%
398,267
+39,452
35
$26.3M 1%
616,349
+56,039
36
$24.8M 0.94%
225,507
-1,183
37
$24.2M 0.92%
210,816
-15,725
38
$24.1M 0.91%
762,922
-26,607
39
$23.6M 0.89%
106,363
-6,862
40
$23.4M 0.89%
77,804
-746
41
$23.3M 0.88%
438,438
+32,092
42
$23.2M 0.88%
68,031
+5,572
43
$22.7M 0.86%
253,919
+15,351
44
$22.6M 0.85%
317,100
-53,809
45
$22.3M 0.84%
539,502
+16,775
46
$22.1M 0.83%
442,154
-4,756
47
$21.7M 0.82%
299,171
+32,190
48
$21.5M 0.82%
642,796
-85,279
49
$21.3M 0.81%
99,115
-1,753
50
$21.1M 0.8%
8,476
-79
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2
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