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
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$47.5M
2 +$41.9M
3 +$25.1M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$17.7M
5
MCD icon
McDonald's
MCD
+$14.8M

Top Sells

1 +$37.5M
2 +$33.7M
3 +$26.7M
4
ATI icon
ATI
ATI
+$21.8M
5
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$17.5M

Sector Composition

1 Technology 20.71%
2 Financials 19.01%
3 Industrials 14.44%
4 Energy 12.73%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$24.7M 1.01%
399,312
-12,485
52
$24.5M 1%
1,116,271
-669,945
53
$23.9M 0.98%
297,610
+19,195
54
$23.9M 0.98%
322,216
-14,507
55
$23.7M 0.97%
205,627
-5,371
56
$23.6M 0.96%
73,801
-765
57
$23.3M 0.95%
2,145,008
+92,024
58
$22.7M 0.93%
341,770
-7,280
59
$21.2M 0.87%
915,111
-8,859
60
$20.5M 0.84%
473,539
-12,765
61
$17.6M 0.72%
174,082
-116,716
62
$16.9M 0.69%
222,960
-37,217
63
$16.7M 0.68%
995,243
+66,695
64
$14.8M 0.6%
284,741
-6,375
65
$14.2M 0.58%
290,269
-306,570
66
$13.4M 0.55%
955,450
+123,954
67
$11.5M 0.47%
315,782
+758
68
$11.2M 0.46%
67,146
+985
69
$10.9M 0.45%
25,111
-3,057
70
$9.12M 0.37%
36,137
-93
71
$8.74M 0.36%
576,274
-7,525
72
$8.67M 0.35%
+500,000
73
$8.67M 0.35%
604,943
+5,895
74
$7.95M 0.33%
166,054
-35,720
75
$7.55M 0.31%
821,173
-1,906,017