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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.4M 0.77%
954,777
-11,022
52
$18.9M 0.75%
233,525
-20,394
53
$18.4M 0.73%
372,771
+2,260
54
$18.1M 0.72%
146,338
-3,859
55
$17.4M 0.69%
468,185
+29,747
56
$17.3M 0.69%
246,625
-70,475
57
$17.2M 0.68%
267,093
-2,805
58
$17.2M 0.68%
82,217
-443
59
$16.1M 0.64%
216,977
+40,211
60
$15.9M 0.63%
1,459,799
+65,337
61
$15.4M 0.61%
126,352
+16
62
$15.2M 0.6%
236,261
+505
63
$14.8M 0.59%
211,493
-11,336
64
$14.7M 0.58%
252,983
-8,922
65
$14.5M 0.58%
63,047
-360
66
$14.4M 0.57%
25,491
-346
67
$13.7M 0.55%
307,143
-6,736
68
$13.6M 0.54%
41,598
+4,143
69
$13.5M 0.54%
176,776
+3,975
70
$13.3M 0.53%
145,722
-4,164
71
$13.2M 0.52%
51,144
-327
72
$12.5M 0.5%
58,618
-5,289
73
$12.3M 0.49%
345,614
-45,478
74
$12.2M 0.48%
126,327
+8,541
75
$11.6M 0.46%
125,691
-85,125
1 2
3
4 5