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
$2.08B
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$15.5M
3
+$9.4M
4
BLK icon
Blackrock
BLK
+$8.3M
5
COLM icon
Columbia Sportswear
COLM
+$4.85M

Top Sells

1
+$24.1M
2
+$17.3M
3
+$11.2M
4
C icon
Citigroup
C
+$10.9M
5
T icon
AT&T
T
+$10.3M

Sector Composition

1 Technology 21.68%
2 Healthcare 18.44%
3 Financials 18.15%
4 Industrials 7.95%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.2M 0.83%
376,177
-1,511
52
$16.7M 0.8%
1,499,887
+3,852
53
$16.4M 0.79%
264,896
-115,836
54
$16.3M 0.78%
58,526
+1,049
55
$16.1M 0.78%
341,196
-2,457
56
$15.9M 0.77%
80,961
+1,090
57
$15.9M 0.76%
379,478
-3,957
58
$15.5M 0.75%
+1,155,211
59
$15.5M 0.75%
405,247
-4,110
60
$15.3M 0.74%
224,598
+6,898
61
$15.1M 0.73%
288,627
-13,439
62
$14.9M 0.72%
158,286
+4,306
63
$12.9M 0.62%
52,524
-1,733
64
$11.9M 0.57%
216,489
+5,826
65
$11.7M 0.56%
24,335
-641
66
$11.3M 0.55%
148,369
+1,196
67
$11.3M 0.54%
104,400
-224
68
$11M 0.53%
55,928
+742
69
$10.4M 0.5%
113,781
+1,781
70
$10.2M 0.49%
309,067
-3,467
71
$8.6M 0.41%
120,601
-637
72
$8.41M 0.41%
47,048
-5,372
73
$8.16M 0.39%
203,878
+15,577
74
$7.92M 0.38%
110,589
+67,771
75
$7.27M 0.35%
229,658
-8,438
1 2
3
4 5