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
$2.02B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.92M
3
+$9.77M
4
ICE icon
Intercontinental Exchange
ICE
+$4.05M
5
BX icon
Blackstone
BX
+$2.27M

Top Sells

1
+$18.9M
2
+$12.1M
3
+$7.86M
4
T icon
AT&T
T
+$6.42M
5
AGR
Avangrid, Inc.
AGR
+$4.5M

Sector Composition

1 Technology 25.64%
2 Financials 18.52%
3 Healthcare 15.92%
4 Consumer Staples 8.51%
5 Communication Services 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.11%
+117,237
102
$2.09M 0.1%
23,880
+280
103
$1.85M 0.09%
17,244
+313
104
$1.85M 0.09%
44,813
-10,208
105
$1.84M 0.09%
15,310
+9,690
106
$1.82M 0.09%
20,872
-14,520
107
$1.82M 0.09%
12,294
108
$1.75M 0.09%
8,210
+835
109
$1.69M 0.08%
23,205
-10,895
110
$1.54M 0.08%
16,425
+9,585
111
$1.44M 0.07%
27,378
-2,517
112
$1.43M 0.07%
67,139
-2,611
113
$1.42M 0.07%
19,450
114
$1.36M 0.07%
17,595
-2,277
115
$1.15M 0.06%
12,205
116
$1.15M 0.06%
6,520
+880
117
$1.13M 0.06%
9,578
-57
118
$1.12M 0.06%
51,421
-90,578
119
$1.12M 0.06%
4,565
120
$1.09M 0.05%
23,889
-623
121
$1.09M 0.05%
41,663
-3,030
122
$1.08M 0.05%
44,164
123
$1.05M 0.05%
21,358
+2,946
124
$1.04M 0.05%
15,000
125
$1.03M 0.05%
10,810
-38
3 4
5
6 7