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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13M 0.47%
185,060
+22,797
77
$12.4M 0.45%
50,949
-195
78
$11M 0.4%
112,763
-13,564
79
$10.3M 0.37%
21,550
+4,678
80
$9.92M 0.36%
285,323
-558
81
$9.11M 0.33%
45,778
+901
82
$8.97M 0.32%
248,224
-97,390
83
$8.37M 0.3%
83,710
-592
84
$8.16M 0.29%
224,194
+36,470
85
$7.87M 0.28%
133,221
-25,299
86
$7.61M 0.27%
157,007
-215,764
87
$7.59M 0.27%
92,539
+3,679
88
$6.68M 0.24%
33,283
+213
89
$6.22M 0.22%
25,332
+1,005
90
$6M 0.22%
125,314
+8,838
91
$5.78M 0.21%
63,235
-4,578
92
$5.69M 0.21%
61,014
-1,924
93
$5.66M 0.2%
108,788
+8,685
94
$5.57M 0.2%
48,804
95
$5.4M 0.19%
38,333
-1,052
96
$4.72M 0.17%
163,902
-22,084
97
$4.54M 0.16%
23,727
+20,051
98
$4.47M 0.16%
62,575
+24,404
99
$4.36M 0.16%
8,291
-251
100
$4.36M 0.16%
8,203
-112
2 3
4
5 6