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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.5M 1.21%
1,546,706
+9,673
27
$32.3M 1.16%
855,635
-35,188
28
$32.1M 1.16%
207,327
-11,404
29
$31.6M 1.14%
224,178
-1,123
30
$31.2M 1.13%
375,727
-4,297
31
$31.2M 1.12%
212,705
-7,446
32
$28.7M 1.03%
576,380
+36,887
33
$28.5M 1.03%
98,850
-5,289
34
$28.3M 1.02%
981,468
+64,689
35
$27.9M 1.01%
760,801
+1,203
36
$27.3M 0.99%
362,852
+58,703
37
$26M 0.94%
549,304
+6,934
38
$25.7M 0.93%
381,762
-6,617
39
$25.5M 0.92%
582,670
-34,287
40
$25M 0.9%
603,078
+10,370
41
$24.8M 0.89%
90,049
+12,666
42
$24.6M 0.89%
426,632
-11,120
43
$24M 0.87%
67,274
+337
44
$23.4M 0.84%
90,202
-2,731
45
$22.9M 0.83%
670,635
-82,446
46
$22.8M 0.82%
64,963
-106
47
$22.4M 0.81%
8,653
+218
48
$22.1M 0.8%
243,567
+10,042
49
$21.7M 0.78%
1,227,333
+6,653
50
$21.5M 0.78%
936,885
-17,892
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