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
$2.44B
AUM Growth
-$123K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.3M
3
+$20.2M
4
TGI
Triumph Group
TGI
+$18.4M
5
AAPL icon
Apple
AAPL
+$18.2M

Top Sells

1
+$36.2M
2
+$27.7M
3
+$25.1M
4
DVN icon
Devon Energy
DVN
+$15.5M
5
LUV icon
Southwest Airlines
LUV
+$14.4M

Sector Composition

1 Technology 18.95%
2 Financials 16.79%
3 Industrials 15.06%
4 Energy 11.75%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$594K 0.02%
8,078
+1,388
102
$587K 0.02%
9,967
-3,050
103
$565K 0.02%
22,365
104
$563K 0.02%
20,276
-200
105
$513K 0.02%
9,896
-1,041
106
$508K 0.02%
6,301
+270
107
$485K 0.02%
12,583
+4,000
108
$383K 0.02%
3,964
+188
109
$372K 0.02%
2,496
110
$372K 0.02%
4,547
111
$358K 0.01%
8,739
112
$351K 0.01%
6,820
+2,700
113
$337K 0.01%
7,500
114
$332K 0.01%
9,060
-4,000
115
$327K 0.01%
2,998
-218
116
$309K 0.01%
17,978
+1,400
117
$292K 0.01%
13,400
118
$291K 0.01%
5,000
+331
119
$282K 0.01%
12,594
+1,329
120
$281K 0.01%
1,724
-20
121
$258K 0.01%
2,154
122
$254K 0.01%
2,870
-105
123
$247K 0.01%
6,700
-480
124
$247K 0.01%
4,469
125
$246K 0.01%
6,579
-1,800
2 3 4
5
6