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
$1.64B
AUM Growth
-$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$20M
3
+$16.2M
4
UL icon
Unilever
UL
+$13.8M
5
ACN icon
Accenture
ACN
+$13.4M

Top Sells

1
+$30.3M
2
+$25.2M
3
+$23.2M
4
NEM icon
Newmont
NEM
+$22.6M
5
MSFT icon
Microsoft
MSFT
+$18M

Sector Composition

1 Technology 21.26%
2 Financials 18.79%
3 Healthcare 17.57%
4 Consumer Staples 10.34%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.4M 0.81%
+82,091
52
$12.7M 0.77%
84,158
-29,715
53
$12.1M 0.73%
309,209
-260,859
54
$11.7M 0.71%
160,813
+21,997
55
$11.5M 0.7%
1,568,697
+318,554
56
$11.2M 0.68%
140,068
-58,547
57
$10.1M 0.61%
251,837
-4,510
58
$9.44M 0.57%
537,890
-270,300
59
$9.15M 0.56%
139,219
+129,925
60
$9.06M 0.55%
81,122
-47,696
61
$8.97M 0.55%
853,989
-101,973
62
$8.93M 0.54%
67,517
+3,513
63
$8.73M 0.53%
161,268
-85,091
64
$8.6M 0.52%
30,157
-563
65
$8.48M 0.52%
150,525
-82,369
66
$8.42M 0.51%
1,138,377
-232,772
67
$8.07M 0.49%
69,537
-24,360
68
$7.59M 0.46%
66,525
-1,013
69
$7.25M 0.44%
801,287
-199,551
70
$6.77M 0.41%
253,822
-290,788
71
$6.56M 0.4%
539,132
-115,479
72
$6.37M 0.39%
+139,125
73
$6.11M 0.37%
127,452
-200,070
74
$5.97M 0.36%
79,080
-70,015
75
$5.6M 0.34%
222,975
-237,544
1 2
3
4 5