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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38.3M 1.32%
242,797
+6,097
27
$38.1M 1.31%
739,175
-104,290
28
$38M 1.31%
218,502
-5,676
29
$35.4M 1.22%
843,149
-12,486
30
$34.6M 1.19%
213,402
+697
31
$33.3M 1.15%
379,636
+3,909
32
$30.2M 1.04%
246,405
+2,838
33
$30M 1.03%
122,960
+32,911
34
$30M 1.03%
775,818
+15,017
35
$29.1M 1%
1,569,937
+23,231
36
$28.4M 0.98%
67,593
+319
37
$27.7M 0.95%
997,581
+16,113
38
$27.3M 0.94%
8,660
+7
39
$27.2M 0.94%
95,818
-3,032
40
$27.2M 0.93%
559,356
-17,024
41
$26.3M 0.9%
581,083
-1,587
42
$26.1M 0.9%
385,143
+3,381
43
$25.9M 0.89%
172,111
+43,738
44
$25.3M 0.87%
435,104
+8,472
45
$25M 0.86%
88,589
-1,613
46
$24.6M 0.84%
550,483
+1,179
47
$24.5M 0.84%
684,333
+81,255
48
$22.9M 0.79%
462,482
-6,836
49
$22.7M 0.78%
1,236,584
+9,251
50
$22.5M 0.77%
336,548
+40,273
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