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
$1.77B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$20.8M
3
+$19.6M
4
MDT icon
Medtronic
MDT
+$17.4M
5
BLK icon
Blackrock
BLK
+$16.7M

Top Sells

1
+$28.9M
2
+$20.1M
3
+$19.6M
4
LUV icon
Southwest Airlines
LUV
+$19.5M
5
BWA icon
BorgWarner
BWA
+$14.4M

Sector Composition

1 Technology 23.7%
2 Healthcare 17.71%
3 Financials 17.7%
4 Consumer Staples 9.5%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.3M 0.87%
309,672
-37,828
52
$15.2M 0.86%
234,408
+223,920
53
$15.1M 0.86%
1,351,132
-217,565
54
$15M 0.85%
273,650
-5,010
55
$14.4M 0.82%
61,840
-6,123
56
$14.4M 0.81%
126,234
-13,834
57
$13.7M 0.78%
892,220
+38,231
58
$12.2M 0.69%
373,110
-180,996
59
$11.8M 0.67%
280,796
+242,110
60
$9.36M 0.53%
73,887
-7,235
61
$9.26M 0.52%
149,359
-1,166
62
$9.12M 0.52%
473,705
-64,185
63
$9.01M 0.51%
122,494
-16,725
64
$8.87M 0.5%
258,159
-51,050
65
$8.62M 0.49%
44,610
+41,132
66
$8.41M 0.48%
27,744
-2,413
67
$8.33M 0.47%
1,393,334
+254,957
68
$8.24M 0.47%
212,367
-39,470
69
$8.22M 0.47%
454,483
-84,649
70
$8.18M 0.46%
55,667
-28,491
71
$7.92M 0.45%
152,781
-8,487
72
$7.8M 0.44%
59,832
-6,693
73
$7.69M 0.44%
686,358
-114,929
74
$6.75M 0.38%
192,027
-61,795
75
$6.34M 0.36%
50,089
-19,448
1 2
3
4 5