BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.7B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$23.3M
3
+$21M
4
MON
Monsanto Co
MON
+$11.8M
5
MCK icon
McKesson
MCK
+$10.6M

Top Sells

1
+$38.6M
2
+$16.8M
3
+$11.5M
4
CSX icon
CSX Corp
CSX
+$10.8M
5
CB icon
Chubb
CB
+$10M

Sector Composition

1 Financials 22.01%
2 Technology 15.85%
3 Healthcare 14.3%
4 Industrials 10.63%
5 Energy 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$579K 0.02%
6,300
102
$559K 0.02%
10,060
+500
103
$541K 0.02%
59,831
-54,750
104
$537K 0.02%
17,767
-1,420
105
$534K 0.02%
5,739
106
$529K 0.02%
45,036
107
$521K 0.02%
4,928
108
$519K 0.02%
5,675
-55
109
$510K 0.02%
13,290
110
$486K 0.02%
3,382
-274
111
$474K 0.02%
4,533
-648
112
$468K 0.02%
8,350
113
$468K 0.02%
4,500
114
$448K 0.02%
5,783
115
$420K 0.02%
10,600
+500
116
$386K 0.01%
3,222
+200
117
$348K 0.01%
15,755
-772
118
$338K 0.01%
8,789
-650
119
$329K 0.01%
5,255
-149
120
$325K 0.01%
5,625
-150
121
$321K 0.01%
4,749
-85
122
$319K 0.01%
7,500
123
$288K 0.01%
16,745
124
$286K 0.01%
4,884
-86
125
$266K 0.01%
3,850
2 3 4
5
6