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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.3M 0.39%
257,177
-6,211
77
$10.9M 0.37%
246,897
+162,711
78
$10.8M 0.37%
145,790
-38,715
79
$10.6M 0.36%
45,771
-7
80
$10.1M 0.35%
87,041
+3,331
81
$10.1M 0.35%
280,316
-5,007
82
$9.43M 0.32%
233,979
+9,785
83
$7.26M 0.25%
107,857
-135,992
84
$7.05M 0.24%
86,230
-6,309
85
$6.8M 0.23%
+120,792
86
$6.77M 0.23%
32,209
-1,074
87
$6.39M 0.22%
117,259
-15,962
88
$6.29M 0.22%
+47,235
89
$6.12M 0.21%
24,897
-435
90
$6.08M 0.21%
121,142
-4,172
91
$5.82M 0.2%
11,981
-178
92
$5.8M 0.2%
112,365
+3,577
93
$5.77M 0.2%
48,804
94
$5.68M 0.2%
113,234
-43,773
95
$5.55M 0.19%
58,894
-2,120
96
$5.47M 0.19%
70,226
+7,651
97
$4.91M 0.17%
53,772
98
$4.88M 0.17%
23,727
99
$4.83M 0.17%
54,492
-8,743
100
$4.82M 0.17%
196,164
+32,262
2 3
4
5 6