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
$3.03B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$18M
3
+$11.2M
4
CAKE icon
Cheesecake Factory
CAKE
+$9.28M
5
GE icon
GE Aerospace
GE
+$8.8M

Top Sells

1
+$33.1M
2
+$24.3M
3
+$16.6M
4
WMT icon
Walmart
WMT
+$16.4M
5
QCOM icon
Qualcomm
QCOM
+$13.8M

Sector Composition

1 Financials 22.49%
2 Technology 18.14%
3 Healthcare 12.97%
4 Consumer Staples 9.41%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.28M 0.31%
+192,558
77
$7.27M 0.24%
318,657
-69,761
78
$5.76M 0.19%
30,957
-2,006
79
$4.88M 0.16%
59,966
-733
80
$2.98M 0.1%
54,329
-835
81
$2.19M 0.07%
7,443
+686
82
$2.15M 0.07%
16,015
-946
83
$1.77M 0.06%
93,285
-1,150
84
$1.67M 0.06%
41,764
+55
85
$1.42M 0.05%
29,481
-592
86
$1.4M 0.05%
76,176
-750
87
$1.4M 0.05%
17,387
-127
88
$1.36M 0.04%
25,960
+380
89
$1.33M 0.04%
16,590
90
$1.26M 0.04%
59,621
-1,145,841
91
$1.24M 0.04%
6,277
+265
92
$1.24M 0.04%
7,146
-800
93
$1.21M 0.04%
20,158
94
$1.2M 0.04%
5,452
+570
95
$1.02M 0.03%
5,764
+830
96
$919K 0.03%
17,440
+3,500
97
$853K 0.03%
3,420
-71
98
$842K 0.03%
8,702
+1,518
99
$829K 0.03%
15,368
100
$825K 0.03%
11,622
2 3
4
5 6