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
$2.15B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1 +$28.7M
2 +$8.87M
3 +$8.19M
4
PHG icon
Philips
PHG
+$7.02M
5
COLM icon
Columbia Sportswear
COLM
+$6.26M

Top Sells

1 +$25M
2 +$9.3M
3 +$4.45M
4
VTR icon
Ventas
VTR
+$3.99M
5
AZO icon
AutoZone
AZO
+$3.92M

Sector Composition

1 Technology 19.99%
2 Financials 18.79%
3 Healthcare 18.59%
4 Industrials 9.02%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$8.33M 0.39%
112,311
-1,590
77
$8.26M 0.38%
82,396
-21,987
78
$7.8M 0.36%
91,774
+1,491
79
$7.28M 0.34%
30,407
-15,420
80
$6.63M 0.31%
80,884
+3,113
81
$6.28M 0.29%
222,896
-3,508
82
$6.2M 0.29%
42,609
+9,791
83
$5.68M 0.26%
27,446
-264
84
$5.1M 0.24%
46,206
-1,610
85
$4.87M 0.23%
78,262
+26,068
86
$4.86M 0.23%
107,375
-18,178
87
$4.83M 0.23%
8,772
-40
88
$4.51M 0.21%
105,023
-6,826
89
$4.33M 0.2%
8,163
-342
90
$3.66M 0.17%
30,444
+775
91
$3.63M 0.17%
21,917
-1,320
92
$3.53M 0.16%
241,107
+7,880
93
$3.09M 0.14%
19,102
-206
94
$2.93M 0.14%
25,050
+25
95
$2.81M 0.13%
31,639
+1,159
96
$2.79M 0.13%
15,416
+281
97
$2.76M 0.13%
55,210
-10,857
98
$2.76M 0.13%
41,239
-13,502
99
$2.49M 0.12%
23,917
-2,921
100
$2.36M 0.11%
31,576
-300