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
$3.08B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$3.85M
4
INTC icon
Intel
INTC
+$3.77M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.58M

Top Sells

1
+$29M
2
+$13.2M
3
+$9.64M
4
VTR icon
Ventas
VTR
+$9.04M
5
WBD icon
Warner Bros
WBD
+$5.53M

Sector Composition

1 Technology 20.45%
2 Financials 14.17%
3 Healthcare 12.4%
4 Consumer Staples 7.61%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.3M 0.76%
645,845
-10,873
52
$22.6M 0.73%
234,606
-9,248
53
$22.6M 0.73%
674,767
-12,225
54
$22.3M 0.73%
77,237
+87
55
$21.8M 0.71%
527,672
-18,253
56
$19M 0.62%
125,635
-7,096
57
$18.4M 0.6%
298,797
-156,568
58
$17.6M 0.57%
195,529
+3,498
59
$17.5M 0.57%
63,525
-428
60
$17M 0.55%
48,128
-304
61
$16M 0.52%
48,277
+256
62
$16M 0.52%
680,895
+160,549
63
$15.2M 0.5%
240,238
-9,819
64
$15.2M 0.49%
265,235
-10,196
65
$14.8M 0.48%
96,483
-2,050
66
$14.7M 0.48%
42,737
+888
67
$14.2M 0.46%
216,037
+888
68
$13.3M 0.43%
85,728
-739
69
$13M 0.42%
22,565
-329
70
$12.7M 0.41%
116,179
+1,540
71
$12.2M 0.4%
156,799
-8,577
72
$11.8M 0.38%
49,085
-923
73
$11.1M 0.36%
94,522
+487
74
$11M 0.36%
43,079
-28
75
$10.8M 0.35%
618,216
+69,992
1 2
3
4 5