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
$2.91B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$31.4M
3
+$27.2M
4
FLR icon
Fluor
FLR
+$26.9M
5
EFII
Electronics for Imaging
EFII
+$22.9M

Top Sells

1
+$34.8M
2
+$21.3M
3
+$21.1M
4
DOX icon
Amdocs
DOX
+$16.2M
5
AVT icon
Avnet
AVT
+$14.9M

Sector Composition

1 Financials 21.99%
2 Technology 17.95%
3 Healthcare 14.78%
4 Industrials 9.3%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28.5M 0.98%
924,016
+35,504
52
$27.5M 0.94%
134,195
+7,330
53
$27.3M 0.94%
542,009
-4,261
54
$27.2M 0.93%
+1,237,520
55
$26.9M 0.92%
+637,958
56
$25.9M 0.89%
147,710
-2,136
57
$25.4M 0.87%
1,351,705
-7,886
58
$25M 0.86%
586,335
+536,569
59
$24.4M 0.84%
1,205,462
-378,970
60
$24.1M 0.83%
263,045
+291
61
$23.3M 0.8%
610,599
-11,000
62
$23M 0.79%
191,771
-97,629
63
$22.5M 0.77%
120,760
-1,968
64
$22.3M 0.77%
785,845
-395,600
65
$22.2M 0.76%
979,755
+682,485
66
$21.3M 0.73%
625,282
+4,678
67
$21.1M 0.72%
+441,165
68
$19.1M 0.66%
396,041
-17,541
69
$18.4M 0.63%
96,209
-990
70
$18.2M 0.62%
263,496
+50,740
71
$17M 0.59%
111,596
+3,729
72
$15.8M 0.54%
66,701
+28
73
$14.6M 0.5%
142,560
-205,681
74
$12M 0.41%
103,428
+39,408
75
$11M 0.38%
227,957
-41,224
1 2
3
4 5