BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$17.8M
3
+$15M
4
K
Kellanova
K
+$14.1M
5
DOC icon
Healthpeak Properties
DOC
+$12.8M

Top Sells

1
+$24.1M
2
+$15.6M
3
+$14.6M
4
AGN
Allergan plc
AGN
+$12M
5
BG icon
Bunge Global
BG
+$8.89M

Sector Composition

1 Financials 22.27%
2 Technology 17.68%
3 Healthcare 14.83%
4 Consumer Staples 9.67%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.04%
12,860
+640
102
$1.18M 0.04%
19,548
-40
103
$1.16M 0.04%
25,803
+458
104
$1.12M 0.04%
12,671
+971
105
$1.1M 0.04%
5,257
-220
106
$1.08M 0.04%
9,525
107
$1.07M 0.04%
8,569
-225
108
$972K 0.03%
6,421
-175
109
$964K 0.03%
4,805
+25
110
$939K 0.03%
11,070
111
$917K 0.03%
10,720
112
$837K 0.03%
8,258
113
$834K 0.03%
+8,320
114
$821K 0.03%
44,436
-600
115
$817K 0.03%
9,294
-70
116
$790K 0.03%
6,165
-65
117
$776K 0.03%
12,879
118
$774K 0.03%
8,906
-35
119
$773K 0.03%
10,402
+532
120
$765K 0.03%
15,000
121
$759K 0.03%
3,250
+500
122
$724K 0.03%
+14,150
123
$689K 0.02%
6,074
+500
124
$681K 0.02%
2,900
125
$654K 0.02%
3,478
+6
3 4
5
6 7