BCM
Becker Capital Management Portfolio holdings
AUM
$3.21B
This Quarter Return
+1.52%
1 Year Return
+20.47%
3 Year Return
+69.86%
5 Year Return
+139.42%
10 Year Return
+219.37%
AUM
$2.32B
AUM Growth
+$2.32B
(+1.8%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
25.56%
Holding
145
New
7
Increased
50
Reduced
42
Closed
17
Top Buys
| 1 |
Weyerhaeuser
WY
|
$39.9M |
| 2 |
American Express
AXP
|
$26.8M |
| 3 |
Keysight
KEYS
|
$19M |
| 4 |
Chubb
CB
|
$17.5M |
| 5 |
Harley-Davidson
HOG
|
$12.2M |
Top Sells
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$44.5M |
| 2 |
CB
CHUBB CORPORATION
CB
|
$32.6M |
| 3 |
BRG
BG GROUP PLC ADS(RP 5 ORD SHS)
BRG
|
$24M |
| 4 |
McDonald's
MCD
|
$18.6M |
| 5 |
Western Union
WU
|
$13.1M |
Sector Composition
| 1 | Financials | 20.14% |
| 2 | Technology | 19.55% |
| 3 | Industrials | 14.38% |
| 4 | Healthcare | 12.38% |
| 5 | Energy | 8.23% |
