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
$3.03B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$18M
3
+$11.2M
4
CAKE icon
Cheesecake Factory
CAKE
+$9.28M
5
GE icon
GE Aerospace
GE
+$8.8M

Top Sells

1
+$33.1M
2
+$24.3M
3
+$16.6M
4
WMT icon
Walmart
WMT
+$16.4M
5
QCOM icon
Qualcomm
QCOM
+$13.8M

Sector Composition

1 Financials 22.49%
2 Technology 18.14%
3 Healthcare 12.97%
4 Consumer Staples 9.41%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$822K 0.03%
25,708
-5,707
102
$802K 0.03%
5,152
-4
103
$780K 0.03%
13,670
-158
104
$670K 0.02%
5,590
+880
105
$653K 0.02%
4,452
+628
106
$629K 0.02%
13,267
-30
107
$616K 0.02%
45,036
108
$610K 0.02%
5,739
109
$594K 0.02%
10,345
+5,946
110
$570K 0.02%
5,391
+1,120
111
$569K 0.02%
14,207
+1,920
112
$564K 0.02%
2,970
+898
113
$550K 0.02%
7,166
114
$500K 0.02%
1,447
-300
115
$476K 0.02%
3,077
-35
116
$470K 0.02%
15,914
-244
117
$458K 0.02%
4,260
+985
118
$441K 0.01%
13,359
119
$437K 0.01%
45,425
-33,650
120
$432K 0.01%
2,937
+963
121
$431K 0.01%
2,274
+75
122
$424K 0.01%
+3,128
123
$421K 0.01%
9,185
+1,448
124
$419K 0.01%
+6,841
125
$365K 0.01%
9,125
3 4
5
6 7