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
$2.53B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.7M
3
+$7.18M
4
BLKB icon
Blackbaud
BLKB
+$7.06M
5
GO icon
Grocery Outlet
GO
+$5.88M

Top Sells

1
+$17.9M
2
+$15M
3
+$12.5M
4
BROS icon
Dutch Bros
BROS
+$11.3M
5
VOD icon
Vodafone
VOD
+$7.09M

Sector Composition

1 Technology 25.97%
2 Financials 18.24%
3 Healthcare 14.85%
4 Industrials 8.01%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.6M 0.86%
358,438
-3,763
52
$20.4M 0.81%
149,213
+1,172
53
$20.4M 0.81%
117,944
-3,710
54
$18M 0.71%
284,014
+191,664
55
$17.7M 0.7%
292,056
-7,175
56
$17.2M 0.68%
335,681
-11,475
57
$17.1M 0.68%
363,386
-26,237
58
$16.4M 0.65%
414,497
+636
59
$16M 0.63%
198,108
-6,727
60
$15.5M 0.61%
216,732
+49,560
61
$15.2M 0.6%
78,755
+987
62
$15M 0.59%
947,682
+41,661
63
$14.9M 0.59%
115,201
-10,386
64
$14.4M 0.57%
25,305
-705
65
$13.9M 0.55%
118,693
-2,162
66
$13.6M 0.54%
55,327
-4,699
67
$13.5M 0.54%
91,123
+1,587
68
$12.9M 0.51%
312,490
+35
69
$12.1M 0.48%
237,995
-221,010
70
$11.9M 0.47%
54,687
+1,327
71
$11.6M 0.46%
858,438
+161,825
72
$10.8M 0.43%
52,344
+1,342
73
$10.7M 0.42%
177,040
-39,378
74
$9.23M 0.36%
93,990
-12,188
75
$8.99M 0.36%
602,447
-474,634
1 2
3
4 5