BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

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
$35M 1.09%
462,590
-11,561
27
$33.8M 1.05%
579,424
-98,317
28
$33.6M 1.05%
91,667
-150
29
$32.8M 1.02%
116,321
+1,143
30
$32.6M 1.02%
204,835
+1,928
31
$32.5M 1.01%
806,771
+14,194
32
$31.4M 0.98%
64,714
+198
33
$30.1M 0.94%
242,975
+1,090
34
$30M 0.94%
601,828
-26,510
35
$29.6M 0.92%
1,005,961
-13,050
36
$29.5M 0.92%
7,953
-7
37
$29.5M 0.92%
403,170
+7,901
38
$28.1M 0.87%
315,178
+1,847
39
$27.5M 0.86%
568,400
+11,192
40
$26.2M 0.82%
26,510
-154
41
$26.1M 0.81%
373,347
-7,770
42
$25M 0.78%
545,790
-9,943
43
$24.9M 0.78%
89,218
-79
44
$24.6M 0.77%
33,395
+9,065
45
$24.6M 0.77%
569,144
-273,553
46
$24.4M 0.76%
83,927
+2,017
47
$24.4M 0.76%
406,219
-19,087
48
$24.3M 0.76%
327,364
+792
49
$24.3M 0.76%
83,379
-17
50
$24.3M 0.76%
303,925
-4,218
1
2
3 4 5