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
$2.22B
AUM Growth
-$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29M
3
+$28.6M
4
WMT icon
Walmart
WMT
+$19.5M
5
ATI icon
ATI
ATI
+$10.5M

Top Sells

1
+$33.4M
2
+$33.2M
3
+$27.7M
4
NOV icon
NOV
NOV
+$25.9M
5
ATGE icon
Adtalem Global Education
ATGE
+$25.3M

Sector Composition

1 Financials 21.84%
2 Technology 18.46%
3 Industrials 14.98%
4 Healthcare 11.32%
5 Energy 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.02%
22,294
102
$382K 0.02%
29,214
103
$322K 0.01%
+10,100
104
$317K 0.01%
5,820
105
$314K 0.01%
3,375
106
$308K 0.01%
10,120
-10,100
107
$297K 0.01%
3,750
108
$289K 0.01%
11,009
109
$286K 0.01%
12,330
110
$283K 0.01%
7,245
111
$283K 0.01%
8,963
112
$273K 0.01%
2,721
113
$267K 0.01%
2,343
114
$266K 0.01%
17,090
115
$261K 0.01%
7,500
-18
116
$255K 0.01%
4,142
117
$253K 0.01%
2,900
118
$233K 0.01%
3,250
119
$230K 0.01%
+4,400
120
$222K 0.01%
2,692
121
$218K 0.01%
+4,300
122
$215K 0.01%
1,972
123
$214K 0.01%
6,041
124
$214K 0.01%
2,444
125
$210K 0.01%
5,654
2 3 4
5
6