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
$2.91B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$31.4M
3
+$27.2M
4
FLR icon
Fluor
FLR
+$26.9M
5
EFII
Electronics for Imaging
EFII
+$22.9M

Top Sells

1
+$34.8M
2
+$21.3M
3
+$21.1M
4
DOX icon
Amdocs
DOX
+$16.2M
5
AVT icon
Avnet
AVT
+$14.9M

Sector Composition

1 Financials 21.99%
2 Technology 17.95%
3 Healthcare 14.78%
4 Industrials 9.3%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.3M 0.36%
164,504
-214,954
77
$8.42M 0.29%
388,418
-11,409
78
$5.42M 0.19%
32,963
-381
79
$5.09M 0.17%
60,699
-588
80
$2.76M 0.09%
55,164
-2,411
81
$1.97M 0.07%
16,961
+2,466
82
$1.81M 0.06%
94,435
-4,650
83
$1.77M 0.06%
41,709
-8,565
84
$1.72M 0.06%
6,757
+2,160
85
$1.42M 0.05%
30,073
-14,820
86
$1.39M 0.05%
76,926
-23,808
87
$1.28M 0.04%
17,514
-397
88
$1.27M 0.04%
+16,590
89
$1.23M 0.04%
25,580
+2,400
90
$1.17M 0.04%
7,946
+37
91
$1.12M 0.04%
+20,158
92
$1.1M 0.04%
6,012
+283
93
$956K 0.03%
4,882
+3,361
94
$940K 0.03%
31,415
95
$843K 0.03%
11,622
+3,272
96
$843K 0.03%
4,934
+2,395
97
$787K 0.03%
3,491
98
$777K 0.03%
+15,368
99
$750K 0.03%
+5,156
100
$738K 0.03%
13,828
+485
2 3
4
5 6