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
$3.06B
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$6.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.4M
5
INTC icon
Intel
INTC
+$4.65M

Top Sells

1
+$6.88M
2
+$4.35M
3
+$4.22M
4
GO icon
Grocery Outlet
GO
+$3.95M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.29M

Sector Composition

1 Technology 21.27%
2 Financials 15.24%
3 Healthcare 10.83%
4 Industrials 7.97%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.4M 1.12%
860,873
-38,491
27
$34.1M 1.11%
235,728
-2,371
28
$34M 1.11%
202,614
+13
29
$33.5M 1.09%
440,771
+4,184
30
$33.3M 1.09%
114,725
-203
31
$32.5M 1.06%
1,185,156
-53,231
32
$30.9M 1.01%
777,300
+11,265
33
$30.6M 1%
305,546
+1,101
34
$29.4M 0.96%
64,786
+176
35
$29M 0.95%
339,684
+693
36
$27.1M 0.89%
396,246
-18,831
37
$27.1M 0.88%
560,095
+8,204
38
$26.7M 0.87%
553,764
-30,578
39
$26.6M 0.87%
532,959
+5,287
40
$26.3M 0.86%
235,018
+412
41
$25.4M 0.83%
620,143
-25,702
42
$25.3M 0.83%
283,762
+21,581
43
$25.1M 0.82%
7,830
-163
44
$24.8M 0.81%
378,997
+1,724
45
$24.5M 0.8%
639,005
-35,762
46
$24.4M 0.8%
26,671
-119
47
$23.9M 0.78%
985,548
+6,749
48
$23.9M 0.78%
457,129
-62,948
49
$23.4M 0.76%
89,732
-999
50
$23.1M 0.75%
181,641
+12,755
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