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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.1M 0.76%
469,318
+5,786
52
$20M 0.72%
142,179
-4,159
53
$19.3M 0.69%
273,765
+6,672
54
$18.9M 0.68%
83,120
+903
55
$18.7M 0.67%
128,373
+125,823
56
$18.2M 0.66%
296,275
-80,193
57
$17.8M 0.64%
201,999
+25,223
58
$17.2M 0.62%
125,104
-1,248
59
$17.1M 0.62%
215,161
-1,816
60
$17M 0.61%
25,199
-292
61
$16.7M 0.6%
1,466,807
+7,008
62
$16.5M 0.59%
63,311
+264
63
$16.2M 0.58%
205,176
-6,317
64
$16M 0.58%
184,505
-62,120
65
$15.7M 0.57%
243,849
-9,134
66
$15.2M 0.55%
41,931
+333
67
$14.7M 0.53%
222,705
-13,556
68
$14.4M 0.52%
59,860
+1,242
69
$13.9M 0.5%
144,481
-1,241
70
$13.6M 0.49%
403,001
-16,616
71
$13.4M 0.48%
232,788
+2,217
72
$13.3M 0.48%
101,518
-2,810
73
$13.2M 0.48%
263,388
-8,421
74
$13.2M 0.48%
289,538
-17,605
75
$13M 0.47%
120,220
-5,471
1 2
3
4 5