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
$2.32B
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$26.8M
3
+$19M
4
CB icon
Chubb
CB
+$17.5M
5
HOG icon
Harley-Davidson
HOG
+$12.2M

Top Sells

1
+$44.5M
2
+$32.6M
3
+$24M
4
MCD icon
McDonald's
MCD
+$18.6M
5
WU icon
Western Union
WU
+$13.1M

Sector Composition

1 Financials 20.14%
2 Technology 19.55%
3 Industrials 14.38%
4 Healthcare 12.38%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.97M 0.17%
359,974
-40,419
77
$1.23M 0.05%
8,720
-75
78
$876K 0.04%
11,008
79
$864K 0.04%
17,868
+975
80
$810K 0.03%
11,250
81
$681K 0.03%
5,366
82
$645K 0.03%
22,639
83
$641K 0.03%
3,937
84
$641K 0.03%
107,550
-400
85
$617K 0.03%
7,496
+896
86
$571K 0.02%
9,560
87
$561K 0.02%
14,670
+600
88
$552K 0.02%
45,036
-12,960
89
$546K 0.02%
5,570
90
$542K 0.02%
5,287
-85
91
$532K 0.02%
3,673
92
$524K 0.02%
8,350
-194,706
93
$523K 0.02%
13,700
-480
94
$511K 0.02%
13,720
-480
95
$503K 0.02%
8,558
96
$485K 0.02%
7,694
-40
97
$479K 0.02%
11,460
98
$473K 0.02%
5,739
99
$470K 0.02%
22,159
-135
100
$386K 0.02%
9,439
-870
2 3
4
5 6