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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.4M 0.77%
669,493
-1,142
52
$21.3M 0.73%
81,758
-1,362
53
$20M 0.69%
137,464
-4,715
54
$19.9M 0.68%
695,254
-241,631
55
$19M 0.65%
219,739
+17,740
56
$18.4M 0.63%
25,055
-144
57
$17.7M 0.61%
63,561
+250
58
$17.4M 0.6%
50,275
-14,688
59
$17.3M 0.6%
42,221
+290
60
$17M 0.59%
54,495
-5,365
61
$16.2M 0.56%
284,077
-5,461
62
$15.3M 0.52%
191,494
-13,682
63
$14.8M 0.51%
391,204
-11,797
64
$14.6M 0.5%
217,529
-5,176
65
$13.9M 0.48%
193,295
+8,235
66
$13.3M 0.46%
245,059
+12,271
67
$13.1M 0.45%
100,008
-1,510
68
$13M 0.45%
1,489,287
+22,480
69
$13M 0.45%
114,343
+1,580
70
$12.7M 0.43%
138,466
-6,015
71
$12.5M 0.43%
50,690
-259
72
$12.5M 0.43%
93,829
-31,275
73
$12.1M 0.42%
113,686
-6,534
74
$11.5M 0.4%
154,995
-118,770
75
$11.3M 0.39%
21,570
+20
1 2
3
4 5