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
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.7M 0.75%
83,396
-1,781
52
$22.2M 0.73%
63,224
-76
53
$21.3M 0.7%
326,572
-13,112
54
$20.8M 0.69%
628,338
-10,667
55
$20.4M 0.67%
222,318
+9,952
56
$19.7M 0.65%
868,571
-44,363
57
$19.2M 0.63%
546,676
+13,717
58
$19.1M 0.63%
179,848
-1,793
59
$17.7M 0.58%
260,815
-1,712
60
$17.6M 0.58%
512,269
-197,036
61
$17.3M 0.57%
159,371
+112,896
62
$16.7M 0.55%
78,843
+2,889
63
$16.1M 0.53%
224,607
+6,729
64
$15.8M 0.52%
216,240
+5,039
65
$15.6M 0.51%
110,255
-4,303
66
$15.4M 0.51%
56,540
+8,836
67
$14.6M 0.48%
241,797
-5,691
68
$14.2M 0.47%
43,016
-41
69
$14M 0.46%
24,330
+14,035
70
$14M 0.46%
24,937
+959
71
$13.8M 0.46%
44,243
-3,792
72
$13.7M 0.45%
236,359
-2,330
73
$13.3M 0.44%
175,873
+20,955
74
$12.9M 0.43%
92,301
-1,676
75
$12.2M 0.4%
88,042
+79,152
1 2
3
4 5