BCM
Becker Capital Management Portfolio holdings
AUM
$3.42B
1-Year Est. Return
21.33%
1 Year Est. Return
+21.33%
AUM
$3.21B
AUM Growth
+$175M
(+5.8%)
Holding
287
Top Buys
| 1 | +$26.4M | |
| 2 | +$12.5M | |
| 3 | +$6.9M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.69M |
| 5 |
Vanguard Growth ETF
VUG
|
+$6.4M |
Top Sells
| 1 | +$16.9M | |
| 2 | +$12.9M | |
| 3 | +$12.6M | |
| 4 |
Verizon
VZ
|
+$11.8M |
| 5 |
Nike
NKE
|
+$11M |
Sector Composition
| 1 | Technology | 21.45% |
| 2 | Financials | 15.78% |
| 3 | Healthcare | 10.31% |
| 4 | Industrials | 9% |
| 5 | Consumer Staples | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sysco
SYY
$36.1B
| $35M | 1.09% |
462,590
-11,561
|
|
||
27
Newmont
NEM
$102B
| $33.8M | 1.05% |
579,424
-98,317
|
|
||
28
Home Depot
HD
$369B
| $33.6M | 1.05% |
91,667
-150
|
|
||
29
Air Products & Chemicals
APD
$58.2B
| $32.8M | 1.02% |
116,321
+1,143
|
|
||
30
Procter & Gamble
PG
$346B
| $32.6M | 1.02% |
204,835
+1,928
|
|
||
31
FirstEnergy
FE
$26.8B
| $32.5M | 1.01% |
806,771
+14,194
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.08T
| $31.4M | 0.98% |
64,714
+198
|
|
||
33
Walt Disney
DIS
$210B
| $30.1M | 0.94% |
242,975
+1,090
|
|
||
34
Flex
FLEX
$23.3B
| $30M | 0.94% |
601,828
-26,510
|
|
||
35
Kinder Morgan
KMI
$60.1B
| $29.6M | 0.92% |
1,005,961
-13,050
|
|
||
36
AutoZone
AZO
$63B
| $29.5M | 0.92% |
7,953
-7
|
|
||
37
Carrier Global
CARR
$47.2B
| $29.5M | 0.92% |
403,170
+7,901
|
|
||
38
Vanguard Real Estate ETF
VNQ
$33.9B
| $28.1M | 0.87% |
315,178
+1,847
|
|
||
39
Sanofi
SNY
$126B
| $27.5M | 0.86% |
568,400
+11,192
|
|
||
40
Costco
COST
$405B
| $26.2M | 0.82% |
26,510
-154
|
|
||
41
AstraZeneca
AZN
$272B
| $26.1M | 0.81% |
373,347
-7,770
|
|
||
42
US Bancorp
USB
$74.4B
| $25M | 0.78% |
545,790
-9,943
|
|
||
43
Amgen
AMGN
$181B
| $24.9M | 0.78% |
89,218
-79
|
|
||
|
44
Meta Platforms (Facebook)
META
$1.54T
| $24.6M | 0.77% |
33,395
+9,065
|
|
||
|
45
Verizon
VZ
$172B
| $24.6M | 0.77% |
569,144
-273,553
|
|
||
46
Chubb
CB
$116B
| $24.4M | 0.76% |
83,927
+2,017
|
|
||
47
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
| $24.4M | 0.76% |
406,219
-19,087
|
|
||
48
PayPal
PYPL
$62.9B
| $24.3M | 0.76% |
327,364
+792
|
|
||
49
General Dynamics
GD
$94.4B
| $24.3M | 0.76% |
83,379
-17
|
|
||
50
Merck
MRK
$227B
| $24.3M | 0.76% |
303,925
-4,218
|
|