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
$1.64B
AUM Growth
-$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$20M
3
+$16.2M
4
UL icon
Unilever
UL
+$13.8M
5
ACN icon
Accenture
ACN
+$13.4M

Top Sells

1
+$30.3M
2
+$25.2M
3
+$23.2M
4
NEM icon
Newmont
NEM
+$22.6M
5
MSFT icon
Microsoft
MSFT
+$18M

Sector Composition

1 Technology 21.26%
2 Financials 18.79%
3 Healthcare 17.57%
4 Consumer Staples 10.34%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.07%
9,043
-149
102
$1.08M 0.07%
18,660
+400
103
$1.06M 0.06%
22,265
-45,493
104
$1.03M 0.06%
12,545
-315
105
$1.03M 0.06%
12,420
+4,162
106
$1.02M 0.06%
7,650
+10
107
$972K 0.06%
12,754
+83
108
$891K 0.05%
25,920
+117
109
$882K 0.05%
9,525
110
$835K 0.05%
4,830
+25
111
$782K 0.05%
11,070
112
$752K 0.05%
4,517
-740
113
$704K 0.04%
8,219
-350
114
$703K 0.04%
8,906
115
$694K 0.04%
44,436
116
$659K 0.04%
15,000
117
$658K 0.04%
+44,135
118
$622K 0.04%
10,488
+86
119
$579K 0.04%
2,900
120
$573K 0.03%
6,165
121
$560K 0.03%
3,478
122
$543K 0.03%
2,495
+15
123
$543K 0.03%
6,019
-55
124
$512K 0.03%
3,070
+74
125
$501K 0.03%
2,750
-500
3 4
5
6 7