BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$16.6M
3
+$15.9M
4
NFLX icon
Netflix
NFLX
+$11.2M
5
MDT icon
Medtronic
MDT
+$9.43M

Top Sells

1
+$28.6M
2
+$26.2M
3
+$6.55M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$6.39M
5
ACN icon
Accenture
ACN
+$4.75M

Sector Composition

1 Technology 22.52%
2 Financials 19.37%
3 Healthcare 15.6%
4 Industrials 7.91%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.2M 0.41%
933,628
+75,190
77
$9.45M 0.38%
568,744
-33,703
78
$8.79M 0.35%
121,238
-6,780
79
$8.09M 0.33%
92,572
-1,418
80
$7.57M 0.31%
77,174
+3,366
81
$7.55M 0.3%
398,936
-7,663
82
$7.43M 0.3%
27,183
+825
83
$6.66M 0.27%
203,244
-4,510
84
$6.58M 0.27%
263,566
-70,818
85
$6.34M 0.26%
174,698
-721,727
86
$6.3M 0.25%
41,513
+622
87
$6.16M 0.25%
73,116
+5,231
88
$6.07M 0.25%
232,194
+100,541
89
$5.93M 0.24%
126,945
-30,669
90
$5.49M 0.22%
70,508
+490
91
$5.24M 0.21%
8,873
-212
92
$5.12M 0.21%
57,126
-2,511
93
$4.5M 0.18%
45,523
-95
94
$4.42M 0.18%
25,043
+881
95
$4.35M 0.18%
8,529
-27
96
$4.3M 0.17%
25,226
+351
97
$4.17M 0.17%
68,894
-108,146
98
$4.07M 0.16%
107,610
-1,073
99
$4.06M 0.16%
90,759
-209
100
$3.92M 0.16%
28,100
+200
2 3
4
5 6