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
$2.53B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.7M
3
+$7.18M
4
BLKB icon
Blackbaud
BLKB
+$7.06M
5
GO icon
Grocery Outlet
GO
+$5.88M

Top Sells

1
+$17.9M
2
+$15M
3
+$12.5M
4
BROS icon
Dutch Bros
BROS
+$11.3M
5
VOD icon
Vodafone
VOD
+$7.09M

Sector Composition

1 Technology 25.97%
2 Financials 18.24%
3 Healthcare 14.85%
4 Industrials 8.01%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.78M 0.35%
128,018
-3,036
77
$8.35M 0.33%
160,259
+137,852
78
$7.86M 0.31%
157,614
-4,364
79
$7.66M 0.3%
334,384
+214,489
80
$7.25M 0.29%
406,599
-8,630
81
$7.07M 0.28%
40,891
+1,602
82
$6.98M 0.28%
71,652
+57,548
83
$6.88M 0.27%
190,661
-5,658
84
$6.86M 0.27%
73,808
+9,842
85
$6.64M 0.26%
26,358
+354
86
$6.52M 0.26%
70,018
+958
87
$6.39M 0.25%
147,212
-16,624
88
$6.06M 0.24%
9,085
+353
89
$5.88M 0.23%
+207,754
90
$5.67M 0.22%
24,162
+555
91
$5.59M 0.22%
67,885
+349
92
$5.2M 0.21%
59,637
-26,750
93
$4.75M 0.19%
90,968
-1,613
94
$4.43M 0.18%
45,618
+1,012
95
$4.32M 0.17%
24,875
-2,361
96
$4.3M 0.17%
8,556
+386
97
$4.16M 0.16%
131,653
+87,192
98
$4.1M 0.16%
24,626
+420
99
$4.04M 0.16%
27,900
+40
100
$3.94M 0.16%
23,600
-1,680
2 3
4
5 6