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
$2.44B
AUM Growth
-$123K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.3M
3
+$20.2M
4
TGI
Triumph Group
TGI
+$18.4M
5
AAPL icon
Apple
AAPL
+$18.2M

Top Sells

1
+$36.2M
2
+$27.7M
3
+$25.1M
4
DVN icon
Devon Energy
DVN
+$15.5M
5
LUV icon
Southwest Airlines
LUV
+$14.4M

Sector Composition

1 Technology 18.95%
2 Financials 16.79%
3 Industrials 15.06%
4 Energy 11.75%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.68M 0.36%
583,799
+1,146
77
$8.53M 0.35%
599,048
+36,577
78
$7.11M 0.29%
251,961
-455
79
$5.81M 0.24%
119,235
-39,555
80
$4.81M 0.2%
48,955
-320
81
$4.75M 0.19%
42,545
-2,671
82
$3.63M 0.15%
353,476
-72,536
83
$3.35M 0.14%
243,599
+7,694
84
$2.65M 0.11%
27,118
+239
85
$1.99M 0.08%
10,629
-480
86
$1.86M 0.08%
9,947
-1,720
87
$1.79M 0.07%
58,715
+2,215
88
$1.62M 0.07%
124,380
-14,470
89
$1.58M 0.06%
116,543
-253,613
90
$1.39M 0.06%
7,536
91
$1.22M 0.05%
11,383
-325
92
$1.18M 0.05%
199,940
-2,020
93
$1.11M 0.05%
11,882
94
$1.07M 0.04%
29,664
+195
95
$962K 0.04%
7,666
-234
96
$940K 0.04%
14,065
-625
97
$864K 0.04%
10,350
-1,101
98
$861K 0.04%
6,494
-209,195
99
$780K 0.03%
15,691
+227
100
$610K 0.03%
20,118
2 3
4
5 6