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
$2.37B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.44M
3
+$7.44M
4
LW icon
Lamb Weston
LW
+$5.67M
5
CRM icon
Salesforce
CRM
+$4.76M

Top Sells

1
+$8.95M
2
+$6.79M
3
+$6.41M
4
ERJ icon
Embraer
ERJ
+$4.01M
5
VLO icon
Valero Energy
VLO
+$3.97M

Sector Composition

1 Technology 23.54%
2 Financials 19.78%
3 Healthcare 14.45%
4 Consumer Staples 7.89%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.44M 0.4%
+696,613
77
$8.12M 0.34%
131,054
+4,805
78
$7.88M 0.33%
415,229
-16,107
79
$7.87M 0.33%
161,978
-5,479
80
$7.3M 0.31%
163,836
-200,704
81
$6.93M 0.29%
37,296
-788
82
$6.82M 0.29%
86,387
+11,611
83
$6.57M 0.28%
196,319
-1,909
84
$6.03M 0.25%
63,966
+941
85
$5.87M 0.25%
39,289
+1,456
86
$5.67M 0.24%
+92,350
87
$5.43M 0.23%
21,222
+97
88
$5.1M 0.21%
26,004
-479
89
$4.99M 0.21%
8,732
+5
90
$4.92M 0.21%
23,607
-307
91
$4.9M 0.21%
69,060
-806
92
$4.77M 0.2%
106,327
-4,157
93
$4.54M 0.19%
51,033
-11,953
94
$4.49M 0.19%
113,700
-5,650
95
$4.36M 0.18%
92,581
-2,752
96
$4.21M 0.18%
67,536
+9,725
97
$4.15M 0.17%
25,280
+1,480
98
$4.12M 0.17%
27,236
-966
99
$3.73M 0.16%
44,606
-5,528
100
$3.71M 0.16%
27,860
+1,000
2 3
4
5 6