BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.6M 0.38%
97,834
-1,234
77
$11.3M 0.37%
103,422
-2,143
78
$11.2M 0.37%
66,206
-7,483
79
$11.1M 0.36%
48,244
-483
80
$10.4M 0.34%
40,979
-1,227
81
$10M 0.33%
239,894
-2,323
82
$9.86M 0.33%
230,524
+27,240
83
$7.91M 0.26%
155,664
-3,422
84
$7.85M 0.26%
80,023
-8,477
85
$7.03M 0.23%
35,244
+1,662
86
$6.89M 0.23%
246,735
+23,440
87
$6.78M 0.22%
58,096
-525
88
$6.44M 0.21%
22,342
+20
89
$6.21M 0.2%
16,200
-14,652
90
$5.84M 0.19%
48,804
91
$5.77M 0.19%
92,933
-2,553
92
$5.53M 0.18%
103,726
-10,549
93
$5.52M 0.18%
32,948
-2,912
94
$5.51M 0.18%
10,722
+1,153
95
$5.5M 0.18%
23,273
-918
96
$5.26M 0.17%
74,895
-2,283
97
$5.11M 0.17%
476,022
+69,526
98
$5.09M 0.17%
23,032
+32
99
$5.08M 0.17%
21,946
+923
100
$5.02M 0.17%
84,307
+5,140
2 3
4
5 6