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
$2.15B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$8.87M
3
+$8.19M
4
PHG icon
Philips
PHG
+$7.02M
5
COLM icon
Columbia Sportswear
COLM
+$6.26M

Top Sells

1
+$25M
2
+$9.3M
3
+$4.45M
4
VTR icon
Ventas
VTR
+$3.99M
5
AZO icon
AutoZone
AZO
+$3.92M

Sector Composition

1 Technology 19.99%
2 Financials 18.79%
3 Healthcare 18.59%
4 Industrials 9.02%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.3M 0.85%
322,152
+40,887
52
$18.1M 0.84%
82,153
+1,187
53
$18M 0.84%
356,965
-21,705
54
$17.6M 0.82%
409,869
+190,710
55
$17M 0.79%
1,462,265
-25,598
56
$16.7M 0.78%
62,699
+4,026
57
$16.5M 0.77%
188,146
+71,530
58
$15.5M 0.72%
155,810
+7,079
59
$15.2M 0.71%
337,090
-88,462
60
$14.8M 0.69%
233,079
+8,318
61
$14.6M 0.68%
1,538,008
+935,532
62
$13.9M 0.65%
402,219
+42,731
63
$13.7M 0.64%
307,895
-22,985
64
$13.2M 0.61%
51,785
-190
65
$12.8M 0.6%
149,113
-108,303
66
$12.3M 0.57%
119,721
-37,623
67
$12.2M 0.57%
70,548
-14,758
68
$12.2M 0.57%
216,746
+118
69
$11.9M 0.55%
57,231
+910
70
$10.9M 0.51%
23,829
-13
71
$10.1M 0.47%
105,032
+8,073
72
$9.91M 0.46%
63,138
+5,959
73
$9.57M 0.45%
362,154
-28,793
74
$9.12M 0.42%
127,715
+4,899
75
$8.47M 0.39%
273,251
-28,163
1 2
3
4 5