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
$2.32B
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$25.3M
3
+$17.2M
4
CB icon
Chubb
CB
+$16.9M
5
MCK icon
McKesson
MCK
+$11.3M

Top Sells

1
+$44.5M
2
+$32.6M
3
+$24M
4
MCD icon
McDonald's
MCD
+$17.7M
5
WU icon
Western Union
WU
+$12.2M

Sector Composition

1 Financials 20.14%
2 Technology 19.55%
3 Industrials 14.38%
4 Healthcare 12.38%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$337K 0.01%
3,375
102
$323K 0.01%
5,655
-1,100
103
$310K 0.01%
8,918
-45
104
$306K 0.01%
2,272
105
$295K 0.01%
+2,752
106
$283K 0.01%
4,510
107
$280K 0.01%
2,320
108
$276K 0.01%
7,245
109
$273K 0.01%
7,500
110
$272K 0.01%
2,444
111
$269K 0.01%
3,585
+905
112
$269K 0.01%
29,214
113
$266K 0.01%
4,162
114
$264K 0.01%
4,400
115
$251K 0.01%
4,300
116
$248K 0.01%
1,207
117
$221K 0.01%
16,350
-440
118
$220K 0.01%
10,000
-2,330
119
$219K 0.01%
7,174
120
$214K 0.01%
+3,980
121
$214K 0.01%
2,010
-510
122
$153K 0.01%
5,575
123
$153K 0.01%
14,025
124
$151K 0.01%
11,195
125
$126K 0.01%
2,900
2 3 4
5
6