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
$2.91B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$31.4M
3
+$27.2M
4
FLR icon
Fluor
FLR
+$26.9M
5
EFII
Electronics for Imaging
EFII
+$22.9M

Top Sells

1
+$34.8M
2
+$21.3M
3
+$21.1M
4
DOX icon
Amdocs
DOX
+$16.2M
5
AVT icon
Avnet
AVT
+$14.9M

Sector Composition

1 Financials 21.99%
2 Technology 17.95%
3 Healthcare 14.78%
4 Industrials 9.3%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$736K 0.03%
79,075
-9,410
102
$679K 0.02%
13,940
+700
103
$638K 0.02%
7,184
+1,929
104
$627K 0.02%
13,297
-3,455
105
$573K 0.02%
5,739
106
$570K 0.02%
+1,747
107
$531K 0.02%
+7,166
108
$530K 0.02%
3,824
+11
109
$528K 0.02%
6,176
+75
110
$525K 0.02%
4,710
+879
111
$513K 0.02%
45,036
112
$474K 0.02%
4,271
-589
113
$473K 0.02%
+12,287
114
$463K 0.02%
13,875
-637,115
115
$442K 0.02%
3,112
116
$433K 0.01%
+13,359
117
$409K 0.01%
16,158
118
$392K 0.01%
+2,072
119
$360K 0.01%
+2,199
120
$349K 0.01%
9,125
121
$348K 0.01%
7,737
+2,029
122
$342K 0.01%
6,845
123
$325K 0.01%
5,181
+781
124
$323K 0.01%
3,275
+146
125
$321K 0.01%
4,345
-340
3 4
5
6 7