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
$2.36B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.65M
3
+$7.38M
4
KMI icon
Kinder Morgan
KMI
+$4.98M
5
VTR icon
Ventas
VTR
+$4.69M

Top Sells

1
+$27.1M
2
+$6.4M
3
+$3.38M
4
POR icon
Portland General Electric
POR
+$2.5M
5
NWL icon
Newell Brands
NWL
+$1.79M

Sector Composition

1 Technology 23.69%
2 Financials 19.78%
3 Healthcare 13.92%
4 Industrials 7.91%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.27M 0.39%
431,336
-16,620
77
$8.61M 0.37%
167,457
-7,658
78
$7.64M 0.32%
126,249
-3,106
79
$6.6M 0.28%
198,228
+6,343
80
$6.57M 0.28%
38,084
-1,273
81
$6.08M 0.26%
21,125
-257
82
$6.07M 0.26%
63,025
+65
83
$5.94M 0.25%
69,866
+253
84
$5.82M 0.25%
26,483
+85
85
$5.72M 0.24%
110,484
-11,775
86
$5.71M 0.24%
73,186
+3,776
87
$5.7M 0.24%
62,986
-4,075
88
$5.61M 0.24%
37,833
+1,048
89
$5.51M 0.23%
74,776
+585
90
$5.39M 0.23%
119,350
+2,412
91
$5.01M 0.21%
95,333
-3,731
92
$4.93M 0.21%
23,914
+3,124
93
$4.66M 0.2%
50,134
-68,893
94
$4.4M 0.19%
8,727
-2
95
$4.22M 0.18%
57,811
+3,721
96
$4.09M 0.17%
23,800
+1,460
97
$3.97M 0.17%
28,202
+878
98
$3.72M 0.16%
24,106
+198
99
$3.37M 0.14%
26,860
+1,440
100
$3.3M 0.14%
113,818
+10,283
2 3
4
5 6