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
$1.8B
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$7.3M
4
O icon
Realty Income
O
+$4.71M
5
COHR
Coherent Inc
COHR
+$2.95M

Top Sells

1
+$18.4M
2
+$13.5M
3
+$9.03M
4
FDX icon
FedEx
FDX
+$4.55M
5
PARA
Paramount Global Class B
PARA
+$3.55M

Sector Composition

1 Technology 24.46%
2 Healthcare 17.48%
3 Financials 16.6%
4 Consumer Staples 9.87%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.57M 0.31%
73,608
+503
77
$5.55M 0.31%
18,618
-1,190
78
$5.5M 0.31%
1,246,081
-147,253
79
$5.46M 0.3%
104,501
+2,291
80
$5.34M 0.3%
110,370
+451
81
$5.14M 0.29%
26,131
-51
82
$4.71M 0.26%
+80,077
83
$4.02M 0.22%
111,896
-10,484
84
$3.99M 0.22%
9,033
-106
85
$3.97M 0.22%
66,784
-4,291
86
$3.39M 0.19%
16,955
+13,930
87
$3.12M 0.17%
27,154
88
$3.1M 0.17%
42,320
+36,540
89
$3.08M 0.17%
35,392
+655
90
$2.76M 0.15%
100,177
-667,801
91
$2.62M 0.15%
8,388
+260
92
$2.61M 0.14%
9,955
+5,730
93
$2.44M 0.14%
47,043
-660
94
$2.34M 0.13%
35,707
+15,533
95
$2.28M 0.13%
13,803
+11
96
$2.22M 0.12%
14,100
+6,340
97
$2.21M 0.12%
141,999
-95,205
98
$2.18M 0.12%
37,339
-4,816
99
$2.02M 0.11%
34,100
-3,128
100
$1.89M 0.1%
55,021
-383
2 3
4
5 6