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
$2.7B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.1M
3
+$11.4M
4
AGN
Allergan plc
AGN
+$11.3M
5
CAT icon
Caterpillar
CAT
+$10.9M

Top Sells

1
+$33.6M
2
+$31.6M
3
+$15.2M
4
WMT icon
Walmart
WMT
+$14.9M
5
Y
Alleghany Corp
Y
+$13.7M

Sector Composition

1 Financials 20.37%
2 Technology 18.09%
3 Healthcare 14.94%
4 Consumer Staples 8.58%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.1M 0.93%
3,329,854
-138,048
52
$24.7M 0.92%
118,308
-3,323
53
$23.7M 0.88%
494,060
-63,325
54
$23.4M 0.87%
554,270
-115,695
55
$23.2M 0.86%
870,663
-19,420
56
$23M 0.85%
1,013,499
-59,796
57
$22.6M 0.84%
828,529
-27,678
58
$22.4M 0.83%
879,535
-3,875
59
$22.2M 0.82%
512,850
-213,066
60
$21.5M 0.8%
1,363,285
+25,313
61
$21.3M 0.79%
1,264,941
-21,661
62
$20.9M 0.77%
258,217
+13,506
63
$20M 0.74%
809,944
-198,070
64
$19.8M 0.73%
104,314
-2,143
65
$19.2M 0.71%
155,514
-14,383
66
$18.1M 0.67%
74,101
-3,323
67
$17.7M 0.66%
342,262
-84,926
68
$17.3M 0.64%
303,939
-2,550
69
$16.1M 0.6%
597,999
-15,491
70
$14.4M 0.53%
391,943
-7,088
71
$13.9M 0.52%
80,061
-36,110
72
$13.3M 0.49%
314,934
-23,575
73
$13.3M 0.49%
423,839
-41,226
74
$12.8M 0.48%
308,077
-365,384
75
$11.4M 0.42%
+633,975
1 2
3
4 5