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
$2.32B
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$26.8M
3
+$19M
4
CB icon
Chubb
CB
+$17.5M
5
HOG icon
Harley-Davidson
HOG
+$12.2M

Top Sells

1
+$44.5M
2
+$32.6M
3
+$24M
4
MCD icon
McDonald's
MCD
+$18.6M
5
WU icon
Western Union
WU
+$13.1M

Sector Composition

1 Financials 20.14%
2 Technology 19.55%
3 Industrials 14.38%
4 Healthcare 12.38%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.1M 0.95%
548,035
+6,963
52
$21.8M 0.94%
648,493
-5,100
53
$20.5M 0.88%
376,376
+5,927
54
$19.9M 0.86%
1,611,868
+111,260
55
$19.6M 0.84%
223,250
+98,205
56
$19M 0.82%
+683,600
57
$17.5M 0.76%
+147,229
58
$16.2M 0.7%
1,464,393
+818,338
59
$15.1M 0.65%
782,357
-676,984
60
$14.7M 0.64%
594,140
+1,210
61
$11.8M 0.51%
366,263
+65,333
62
$11.5M 0.5%
274,920
-44,230
63
$11.1M 0.48%
71,016
+5,378
64
$10.9M 0.47%
+404,250
65
$10.6M 0.46%
708,213
+18,798
66
$10.3M 0.44%
+329,895
67
$9.54M 0.41%
303,860
-365
68
$9.04M 0.39%
273,231
+16,293
69
$8.77M 0.38%
291,510
+23,055
70
$7.34M 0.32%
507,362
-978
71
$5.8M 0.25%
36,832
-13
72
$5.51M 0.24%
195,792
-1,945
73
$5.03M 0.22%
311,672
+878
74
$5.01M 0.22%
239,631
-12,192
75
$4.52M 0.19%
74,335
-1,365
1 2
3
4 5