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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.4M 1.21%
916,779
-40,976
27
$30M 1.19%
380,024
-7,864
28
$28.9M 1.15%
539,493
-5,263
29
$28.9M 1.15%
890,823
+53,536
30
$28.4M 1.13%
1,537,033
+72,560
31
$28.3M 1.12%
218,731
-2,110
32
$28M 1.11%
104,139
-2,224
33
$27.4M 1.09%
380,641
+104,017
34
$26.6M 1.06%
753,081
-9,841
35
$26.3M 1.04%
388,379
-6,921
36
$26M 1.03%
759,598
-2,502
37
$25.3M 1%
225,301
-206
38
$24.5M 0.97%
542,370
+2,868
39
$24.2M 0.96%
437,752
-4,402
40
$23.4M 0.93%
66,937
-1,094
41
$22.1M 0.88%
77,383
-421
42
$22M 0.87%
376,468
-21,799
43
$21.9M 0.87%
463,532
-7,575
44
$21.9M 0.87%
592,708
-23,641
45
$21.4M 0.85%
8,435
-41
46
$21M 0.83%
304,149
+4,978
47
$20.7M 0.82%
616,957
-25,839
48
$20.5M 0.81%
92,933
-6,182
49
$20.2M 0.8%
1,220,680
+8,633
50
$20M 0.79%
65,069
-249
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