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
$2.7B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.1M
3
+$11.4M
4
AGN
Allergan plc
AGN
+$11.3M
5
CAT icon
Caterpillar
CAT
+$10.9M

Top Sells

1
+$33.6M
2
+$31.6M
3
+$15.2M
4
WMT icon
Walmart
WMT
+$14.9M
5
Y
Alleghany Corp
Y
+$13.7M

Sector Composition

1 Financials 20.37%
2 Technology 18.09%
3 Healthcare 14.94%
4 Consumer Staples 8.58%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.04%
5,577
102
$1.09M 0.04%
27,265
+9,145
103
$1.07M 0.04%
13,301
-65
104
$1.03M 0.04%
17,460
-2,280
105
$1.01M 0.04%
9,707
+264
106
$1M 0.04%
6,596
107
$974K 0.04%
20,148
+992
108
$968K 0.04%
8,859
+256
109
$939K 0.03%
12,960
+4,228
110
$929K 0.03%
12,499
-392
111
$835K 0.03%
16,565
-220
112
$821K 0.03%
10,900
113
$808K 0.03%
10,107
+120
114
$804K 0.03%
4,886
+2,884
115
$775K 0.03%
9,206
-5,895
116
$748K 0.03%
12,500
117
$724K 0.03%
45,036
118
$722K 0.03%
20,000
-500
119
$692K 0.03%
2,750
120
$673K 0.02%
12,487
+9,231
121
$659K 0.02%
+4,030
122
$658K 0.02%
+11,821
123
$618K 0.02%
15,000
124
$618K 0.02%
6,987
-270
125
$603K 0.02%
18,211
+1,575
3 4
5
6 7