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
$2.7B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.1M
3
+$11.4M
4
AGN
Allergan plc
AGN
+$11.3M
5
CAT icon
Caterpillar
CAT
+$10.9M

Top Sells

1
+$33.6M
2
+$31.6M
3
+$15.2M
4
WMT icon
Walmart
WMT
+$14.9M
5
Y
Alleghany Corp
Y
+$13.7M

Sector Composition

1 Financials 20.37%
2 Technology 18.09%
3 Healthcare 14.94%
4 Consumer Staples 8.58%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.9M 0.4%
+80,122
77
$8.32M 0.31%
304,805
-61,421
78
$8.16M 0.3%
119,242
-4,066
79
$7.77M 0.29%
32,101
-1,212
80
$6.86M 0.25%
101,795
-4,010
81
$6.39M 0.24%
194,365
-178,107
82
$5.91M 0.22%
13,819
-555
83
$5.82M 0.22%
61,096
-948
84
$4.95M 0.18%
29,607
+6,128
85
$3.46M 0.13%
9,069
+680
86
$2.89M 0.11%
188,343
-17,939
87
$2.78M 0.1%
29,584
88
$2.55M 0.09%
9,315
+3,705
89
$1.94M 0.07%
7,827
+2,935
90
$1.85M 0.07%
9,651
+4,772
91
$1.7M 0.06%
29,020
+5,620
92
$1.62M 0.06%
8,067
+347
93
$1.59M 0.06%
86,197
-3,800
94
$1.38M 0.05%
16,967
-5,652
95
$1.37M 0.05%
12,377
+3,731
96
$1.34M 0.05%
24,841
-620,554
97
$1.34M 0.05%
20,119
+432
98
$1.17M 0.04%
7,355
+10
99
$1.16M 0.04%
9,477
+924
100
$1.13M 0.04%
13,136
+1,328
2 3
4
5 6