BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.65M
3
+$7.38M
4
KMI icon
Kinder Morgan
KMI
+$4.98M
5
VTR icon
Ventas
VTR
+$4.69M

Top Sells

1
+$27.1M
2
+$6.4M
3
+$3.38M
4
POR icon
Portland General Electric
POR
+$2.5M
5
NWL icon
Newell Brands
NWL
+$1.79M

Sector Composition

1 Technology 23.69%
2 Financials 19.78%
3 Healthcare 13.92%
4 Industrials 7.91%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.5M 0.91%
114,132
-1,507
52
$19.3M 0.82%
338,240
+82,210
53
$18.4M 0.78%
220,206
-1,529
54
$18.3M 0.78%
239,315
+139,140
55
$18.2M 0.77%
1,063,503
-4,470
56
$17.7M 0.75%
268,272
+669
57
$17.6M 0.75%
11,762
+4,948
58
$17.4M 0.74%
146,809
+2,540
59
$15.7M 0.67%
859,380
+273,035
60
$15M 0.64%
113,917
-546
61
$14.7M 0.63%
364,540
+10,882
62
$14.3M 0.61%
60,273
+727
63
$13.7M 0.58%
122,371
-1,057
64
$13.5M 0.57%
138,987
+3,147
65
$12.9M 0.55%
388,820
+42,055
66
$12.5M 0.53%
53,367
+172
67
$11.8M 0.5%
74,338
+2,517
68
$11.3M 0.48%
99,845
-1,120
69
$11.2M 0.47%
185,188
+31,943
70
$11.2M 0.47%
51,313
+1,255
71
$10.9M 0.46%
65,878
+1,042
72
$10.9M 0.46%
169,021
+66,492
73
$10.8M 0.46%
312,967
+4,502
74
$10.3M 0.44%
26,108
-1,460
75
$9.68M 0.41%
105,544
-3,049
1 2
3
4 5