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
$1.8B
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$7.3M
4
O icon
Realty Income
O
+$4.71M
5
COHR
Coherent Inc
COHR
+$2.95M

Top Sells

1
+$18.4M
2
+$13.5M
3
+$9.03M
4
FDX icon
FedEx
FDX
+$4.55M
5
PARA
Paramount Global Class B
PARA
+$3.55M

Sector Composition

1 Technology 24.46%
2 Healthcare 17.48%
3 Financials 16.6%
4 Consumer Staples 9.87%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.85M 0.1%
14,765
-192
102
$1.73M 0.1%
23,600
+220
103
$1.7M 0.09%
12,294
+2,698
104
$1.48M 0.08%
16,931
-1,157
105
$1.38M 0.08%
29,895
+525
106
$1.38M 0.08%
19,872
+124
107
$1.29M 0.07%
+19,450
108
$1.21M 0.07%
7,375
-45
109
$1.2M 0.07%
69,750
-12,490
110
$1.09M 0.06%
9,635
+57
111
$1.06M 0.06%
12,205
-340
112
$1.06M 0.06%
44,693
-14,205
113
$1.05M 0.06%
10,848
-222
114
$996K 0.06%
44,164
+164
115
$972K 0.05%
24,512
-8,302
116
$951K 0.05%
4,565
-192
117
$928K 0.05%
8,524
-118
118
$913K 0.05%
15,000
119
$888K 0.05%
5,640
+198
120
$803K 0.04%
4,802
-3
121
$773K 0.04%
18,412
+4,614
122
$742K 0.04%
44,944
123
$729K 0.04%
7,272
-36
124
$699K 0.04%
6,840
+4,015
125
$667K 0.04%
10,722
+102
3 4
5
6 7