BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.3M 0.73%
606,814
+391
52
$22.5M 0.7%
63,499
+275
53
$22.3M 0.7%
62,594
+6,054
54
$21.9M 0.68%
911,455
-40,515
55
$21.5M 0.67%
234,052
+11,734
56
$19.7M 0.61%
276,109
-153,979
57
$19.5M 0.61%
870,578
+2,007
58
$19.4M 0.61%
83,460
+4,617
59
$18.7M 0.58%
563,609
+16,933
60
$18.4M 0.57%
256,290
-4,525
61
$18.1M 0.57%
222,978
-18,819
62
$17.8M 0.56%
176,816
-3,032
63
$17.7M 0.55%
105,021
-5,234
64
$15.8M 0.49%
20,324
+16,022
65
$15.5M 0.48%
213,805
-10,802
66
$15.5M 0.48%
185,444
+9,571
67
$15.4M 0.48%
24,803
-134
68
$15.3M 0.48%
500,823
-11,446
69
$15.1M 0.47%
214,758
-1,482
70
$13.7M 0.43%
91,881
-420
71
$13.3M 0.41%
231,068
-5,291
72
$13M 0.4%
43,496
+480
73
$12.8M 0.4%
42,811
-1,432
74
$11.7M 0.37%
65,252
-954
75
$11.5M 0.36%
86,437
-16,985
1 2
3
4 5