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
$2.44B
AUM Growth
-$123K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.3M
3
+$20.2M
4
TGI
Triumph Group
TGI
+$18.4M
5
AAPL icon
Apple
AAPL
+$18.2M

Top Sells

1
+$36.2M
2
+$27.7M
3
+$25.1M
4
DVN icon
Devon Energy
DVN
+$15.5M
5
LUV icon
Southwest Airlines
LUV
+$14.4M

Sector Composition

1 Technology 18.95%
2 Financials 16.79%
3 Industrials 15.06%
4 Energy 11.75%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25M 1.02%
577,588
-46,707
52
$24.8M 1.02%
411,797
-131,242
53
$24.4M 1%
389,408
+26,450
54
$24.1M 0.99%
210,998
-5,373
55
$23.8M 0.98%
360,370
-11,580
56
$23.4M 0.96%
74,566
-130
57
$23.3M 0.96%
349,050
-3,230
58
$23.3M 0.96%
2,052,984
+56,999
59
$22.8M 0.94%
606,213
-101,327
60
$21.9M 0.9%
923,970
-384,320
61
$21.5M 0.88%
278,415
-5,222
62
$20.2M 0.83%
+206,076
63
$19.8M 0.81%
336,723
-8,576
64
$19M 0.78%
260,177
-161,124
65
$18.7M 0.77%
486,304
+11,092
66
$17.6M 0.72%
+928,548
67
$14.4M 0.59%
291,116
+55,833
68
$12M 0.49%
28,168
-182
69
$11.3M 0.46%
831,496
+11,910
70
$11.2M 0.46%
315,024
+674
71
$11.1M 0.45%
300,315
-982,936
72
$10.8M 0.44%
66,161
+1,341
73
$9.51M 0.39%
201,774
-3,368
74
$9.16M 0.38%
36,230
-516
75
$8.7M 0.36%
182,929
+176,335
1 2
3
4 5