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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.1M 0.8%
1,395,708
-47,582
52
$21.1M 0.8%
150,197
+827
53
$20.9M 0.79%
1,212,047
+38,274
54
$20.2M 0.76%
65,318
+537
55
$20.1M 0.76%
965,799
+38,515
56
$20M 0.76%
471,107
+4,600
57
$19.3M 0.73%
370,511
-11,104
58
$18.2M 0.69%
269,898
+3,840
59
$17.8M 0.67%
126,336
-6,076
60
$17.5M 0.66%
1,394,462
+39,405
61
$16.2M 0.61%
261,905
-10,824
62
$16M 0.61%
82,660
-309
63
$15.4M 0.58%
222,829
+7,716
64
$15.1M 0.57%
63,407
+5,426
65
$14.8M 0.56%
149,886
+5,338
66
$14.8M 0.56%
313,879
+21,222
67
$14.6M 0.55%
172,801
-11,671
68
$14.2M 0.54%
235,756
-78,203
69
$13.9M 0.53%
25,837
+2,074
70
$13.7M 0.52%
176,766
+5,345
71
$13.6M 0.51%
51,471
+803
72
$13.3M 0.5%
278,156
-38,584
73
$12.9M 0.49%
63,907
-763
74
$12.6M 0.48%
439,127
-15,807
75
$12.4M 0.47%
391,092
-12,923
1 2
3
4 5