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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.6M 0.46%
230,571
+31,886
77
$11.6M 0.46%
271,809
-6,347
78
$11.5M 0.46%
419,617
-19,510
79
$11.2M 0.44%
104,328
-3,209
80
$10.5M 0.42%
162,263
+984
81
$9.91M 0.39%
84,302
+887
82
$8.77M 0.35%
285,881
-1,473
83
$8.5M 0.34%
158,520
-24,555
84
$7.63M 0.3%
44,877
-395
85
$7.28M 0.29%
16,872
+818
86
$7.19M 0.29%
88,860
+22,214
87
$6.12M 0.24%
187,724
+67,095
88
$5.87M 0.23%
33,070
-58
89
$5.31M 0.21%
67,813
-9,836
90
$5.19M 0.21%
39,385
+697
91
$5.14M 0.2%
62,938
+395
92
$5.09M 0.2%
116,476
+7,935
93
$4.99M 0.2%
13,908
+9,784
94
$4.95M 0.2%
48,804
95
$4.95M 0.2%
24,327
-172
96
$4.87M 0.19%
100,103
+1,692
97
$4.45M 0.18%
185,986
+43,862
98
$4.31M 0.17%
8,542
-1,641
99
$4.21M 0.17%
8,315
-765
100
$4.21M 0.17%
217,870
-13,361
2 3
4
5 6