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
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.1M 1.16%
130,880
-5,396
27
$34.6M 1.14%
202,907
+293
28
$34.4M 1.13%
64,516
-270
29
$34M 1.12%
115,178
+453
30
$33.7M 1.11%
91,817
-3,084
31
$32.7M 1.08%
677,741
+67,083
32
$32M 1.06%
792,577
+15,277
33
$30.9M 1.02%
557,208
+3,444
34
$30.3M 1%
7,960
+130
35
$29.1M 0.96%
1,019,011
-166,145
36
$28.4M 0.94%
313,331
+29,569
37
$28M 0.92%
381,117
+2,120
38
$27.9M 0.92%
308,143
+2,597
39
$27.8M 0.92%
89,297
-435
40
$27.5M 0.91%
430,088
-10,683
41
$26.7M 0.88%
606,423
-13,720
42
$25.2M 0.83%
26,664
-7
43
$25.1M 0.83%
395,269
-977
44
$25.1M 0.83%
1,792,531
+1,427,404
45
$24.8M 0.82%
81,910
+1,882
46
$23.9M 0.79%
241,885
+6,867
47
$23.7M 0.78%
555,733
-4,362
48
$23.2M 0.76%
951,970
-33,578
49
$23.2M 0.76%
914,000
+46,145
50
$23M 0.76%
425,306
-31,823
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