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
$3.01B
AUM Growth
-$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$23M
3
+$20.3M
4
JEF icon
Jefferies Financial Group
JEF
+$18M
5
BKR icon
Baker Hughes
BKR
+$16.9M

Top Sells

1
+$21M
2
+$15.4M
3
+$14.7M
4
MUSA icon
Murphy USA
MUSA
+$14.3M
5
NWL icon
Newell Brands
NWL
+$12.3M

Sector Composition

1 Financials 21.51%
2 Technology 17.6%
3 Healthcare 13.49%
4 Consumer Staples 9.42%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.3M 0.37%
389,055
+11,045
77
$9.82M 0.33%
87,409
-4,754
78
$9.67M 0.32%
139,866
-7,918
79
$8.82M 0.29%
17,670
-23,248
80
$7.22M 0.24%
34,553
-370
81
$6.88M 0.23%
188,620
-422,765
82
$4.02M 0.13%
49,019
-7,872
83
$3.88M 0.13%
31,598
-71,341
84
$2.87M 0.1%
20,257
85
$2.82M 0.09%
8,400
-170
86
$1.85M 0.06%
91,240
-1,095
87
$1.75M 0.06%
22,262
88
$1.37M 0.05%
17,176
-148,842
89
$1.36M 0.05%
19,547
-22
90
$1.34M 0.04%
14,449
-328
91
$1.34M 0.04%
23,980
92
$1.3M 0.04%
23,080
-40
93
$1.27M 0.04%
59,760
-450
94
$1.25M 0.04%
6,596
-561
95
$1.16M 0.04%
5,610
-979
96
$1.14M 0.04%
4,654
-128
97
$1.12M 0.04%
5,989
-385
98
$1.06M 0.04%
7,663
-1,301
99
$1.05M 0.03%
6,222
-30
100
$979K 0.03%
9,994
-32,764
2 3
4
5 6