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
$1.77B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$20.8M
3
+$19.6M
4
MDT icon
Medtronic
MDT
+$17.4M
5
BLK icon
Blackrock
BLK
+$16.7M

Top Sells

1
+$28.9M
2
+$20.1M
3
+$19.6M
4
LUV icon
Southwest Airlines
LUV
+$19.5M
5
BWA icon
BorgWarner
BWA
+$14.4M

Sector Composition

1 Technology 23.7%
2 Healthcare 17.71%
3 Financials 17.7%
4 Consumer Staples 9.5%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.07%
20,174
-2,091
102
$1.19M 0.07%
19,748
+200
103
$1.15M 0.06%
29,370
+3,450
104
$1.1M 0.06%
12,545
105
$1.07M 0.06%
7,420
-230
106
$1.07M 0.06%
7,760
+4,580
107
$1.01M 0.06%
9,578
+53
108
$993K 0.06%
11,070
109
$959K 0.05%
4,225
+1,155
110
$942K 0.05%
44,000
-436
111
$857K 0.05%
4,757
+240
112
$790K 0.04%
8,642
-264
113
$781K 0.04%
4,805
-25
114
$766K 0.04%
15,000
115
$696K 0.04%
7,308
-911
116
$692K 0.04%
44,944
+809
117
$662K 0.04%
2,560
+65
118
$653K 0.04%
5,442
-723
119
$619K 0.04%
14,723
-1,063
120
$602K 0.03%
+3,025
121
$580K 0.03%
10,620
122
$567K 0.03%
5,802
-359
123
$532K 0.03%
22,875
124
$505K 0.03%
13,798
+2,075
125
$504K 0.03%
3,071
+400
3 4
5
6 7