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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.9M 0.45%
198,685
-41,769
77
$11.3M 0.43%
161,279
+25,256
78
$11.3M 0.43%
+37,455
79
$11.2M 0.43%
99,479
-9,995
80
$10.6M 0.4%
117,786
+6,495
81
$10.3M 0.39%
183,075
-13,979
82
$10M 0.38%
107,537
+3,620
83
$9.63M 0.36%
287,354
-15,002
84
$8.95M 0.34%
83,415
+37,415
85
$8.48M 0.32%
45,272
+491
86
$7.16M 0.27%
16,054
-160
87
$6.5M 0.25%
77,649
-1,799
88
$6.2M 0.23%
33,128
-250
89
$5.4M 0.2%
66,646
+9,944
90
$5.34M 0.2%
62,543
+12,811
91
$5.23M 0.2%
48,804
92
$5.02M 0.19%
24,499
+328
93
$5.01M 0.19%
108,541
-1,420
94
$4.98M 0.19%
98,411
+3,080
95
$4.89M 0.19%
10,183
+1,507
96
$4.74M 0.18%
9,080
+320
97
$4.68M 0.18%
38,688
+15,644
98
$4.48M 0.17%
142,124
+9,636
99
$4.08M 0.15%
+120,629
100
$4.03M 0.15%
53,772
2 3
4
5 6