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
$3.03B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$18M
3
+$11.2M
4
CAKE icon
Cheesecake Factory
CAKE
+$9.28M
5
GE icon
GE Aerospace
GE
+$8.8M

Top Sells

1
+$33.1M
2
+$24.3M
3
+$16.6M
4
WMT icon
Walmart
WMT
+$16.4M
5
QCOM icon
Qualcomm
QCOM
+$13.8M

Sector Composition

1 Financials 22.49%
2 Technology 18.14%
3 Healthcare 12.97%
4 Consumer Staples 9.41%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.3M 0.97%
1,398,750
+161,230
52
$29.2M 0.96%
952,501
+28,485
53
$28.5M 0.94%
959,158
-128,296
54
$28.1M 0.93%
449,698
-145,830
55
$27.6M 0.91%
140,133
-7,577
56
$27.4M 0.91%
593,586
-17,013
57
$27.3M 0.9%
406,378
-5,043
58
$26.8M 0.88%
1,327,024
-24,681
59
$24.9M 0.82%
152,255
+18,060
60
$22.3M 0.74%
466,721
+25,556
61
$22.1M 0.73%
626,227
+945
62
$21.6M 0.71%
740,121
-45,724
63
$21.4M 0.71%
183,394
-8,377
64
$20.5M 0.68%
117,940
-2,820
65
$19.8M 0.65%
376,549
-19,492
66
$18.8M 0.62%
810,995
-168,760
67
$18.7M 0.62%
89,698
-6,511
68
$18.6M 0.61%
123,513
+11,917
69
$17.5M 0.58%
594,275
+7,940
70
$17M 0.56%
211,391
-52,105
71
$16.7M 0.55%
65,379
-1,322
72
$12.2M 0.4%
103,033
-395
73
$11M 0.36%
157,822
-6,682
74
$10.2M 0.34%
200,373
-27,584
75
$10M 0.33%
99,184
-163,861
1 2
3
4 5