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
$1.77B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$20.8M
3
+$19.6M
4
MDT icon
Medtronic
MDT
+$17.4M
5
BLK icon
Blackrock
BLK
+$16.7M

Top Sells

1
+$28.9M
2
+$20.1M
3
+$19.6M
4
LUV icon
Southwest Airlines
LUV
+$19.5M
5
BWA icon
BorgWarner
BWA
+$14.4M

Sector Composition

1 Technology 23.7%
2 Healthcare 17.71%
3 Financials 17.7%
4 Consumer Staples 9.5%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.07M 0.34%
73,105
-5,975
77
$5.79M 0.33%
102,210
-8,080
78
$5.64M 0.32%
204,680
-28,101
79
$5.31M 0.3%
109,919
-24,924
80
$5.19M 0.29%
122,380
-16,745
81
$4.78M 0.27%
19,808
+16,908
82
$4.43M 0.25%
26,182
+646
83
$4.36M 0.25%
237,204
-82,285
84
$4.24M 0.24%
+71,075
85
$3.43M 0.19%
47,703
-7,773
86
$3.31M 0.19%
9,139
-200
87
$2.92M 0.17%
27,154
-445
88
$2.8M 0.16%
34,737
+435
89
$2.68M 0.15%
+42,155
90
$2.53M 0.14%
13,792
-16,683
91
$2.48M 0.14%
55,404
-46,400
92
$2.4M 0.14%
8,128
-155
93
$2.37M 0.13%
37,228
-9,356
94
$1.78M 0.1%
18,088
+5,334
95
$1.65M 0.09%
23,380
-6,120
96
$1.49M 0.08%
58,898
-1,597
97
$1.47M 0.08%
14,957
+2,537
98
$1.31M 0.07%
82,240
-1,585
99
$1.29M 0.07%
32,814
-1,151
100
$1.27M 0.07%
9,596
+553
2 3
4
5 6