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
$1.64B
AUM Growth
-$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$20M
3
+$16.2M
4
UL icon
Unilever
UL
+$13.8M
5
ACN icon
Accenture
ACN
+$13.4M

Top Sells

1
+$30.3M
2
+$25.2M
3
+$23.2M
4
NEM icon
Newmont
NEM
+$22.6M
5
MSFT icon
Microsoft
MSFT
+$18M

Sector Composition

1 Technology 21.26%
2 Financials 18.79%
3 Healthcare 17.57%
4 Consumer Staples 10.34%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.55M 0.34%
232,781
-133,908
77
$5.12M 0.31%
11,634
-65
78
$5.03M 0.31%
+110,290
79
$4.58M 0.28%
134,843
-144,003
80
$4.54M 0.28%
30,475
+21,940
81
$4.31M 0.26%
319,489
-185,777
82
$3.87M 0.24%
101,804
-123,514
83
$3.6M 0.22%
25,536
+85
84
$3.48M 0.21%
19,677
-142,562
85
$3.14M 0.19%
28,310
-273,402
86
$2.98M 0.18%
55,476
-1,702
87
$2.65M 0.16%
9,339
-24
88
$2.48M 0.15%
46,584
-294,954
89
$2.39M 0.15%
34,302
+25,982
90
$2.39M 0.15%
27,599
-75
91
$2.07M 0.13%
8,283
+13
92
$1.72M 0.1%
29,500
+80
93
$1.69M 0.1%
38,686
+24,536
94
$1.56M 0.1%
38,140
-245,230
95
$1.34M 0.08%
60,495
-166,380
96
$1.32M 0.08%
122,080
-504,256
97
$1.28M 0.08%
21,507
-167
98
$1.18M 0.07%
19,548
99
$1.12M 0.07%
33,965
-109,551
100
$1.11M 0.07%
83,825
-34,055
2 3
4
5 6