BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.1M 0.35%
235,317
-4,577
77
$10.8M 0.34%
226,954
-3,570
78
$10.6M 0.33%
98,632
+798
79
$10.1M 0.31%
37,316
-3,663
80
$9.64M 0.3%
776,285
-1,016,246
81
$9.21M 0.29%
379,966
-534,034
82
$9M 0.28%
32,667
-281
83
$8.39M 0.26%
147,208
-8,456
84
$8.31M 0.26%
48,269
+25
85
$8.14M 0.25%
248,190
+1,455
86
$7.99M 0.25%
56,748
-1,348
87
$7.52M 0.23%
34,840
-404
88
$6.9M 0.22%
+98,024
89
$6.86M 0.21%
12,047
+1,325
90
$6.84M 0.21%
22,442
+100
91
$6.62M 0.21%
72,289
-7,734
92
$6.03M 0.19%
48,804
93
$5.9M 0.18%
15,258
-942
94
$5.69M 0.18%
73,425
-1,470
95
$5.68M 0.18%
47,953
-40,089
96
$5.56M 0.17%
24,285
+2,339
97
$5.28M 0.16%
22,957
-316
98
$5.19M 0.16%
80,800
-12,133
99
$4.86M 0.15%
70,560
-4,380
100
$4.74M 0.15%
91,375
-12,351
2 3
4
5 6