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
$2.36B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.65M
3
+$7.38M
4
KMI icon
Kinder Morgan
KMI
+$4.98M
5
VTR icon
Ventas
VTR
+$4.69M

Top Sells

1
+$27.1M
2
+$6.4M
3
+$3.38M
4
POR icon
Portland General Electric
POR
+$2.5M
5
NWL icon
Newell Brands
NWL
+$1.79M

Sector Composition

1 Technology 23.69%
2 Financials 19.78%
3 Healthcare 13.92%
4 Industrials 7.91%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.28M 0.14%
38,269
+1,716
102
$3.28M 0.14%
8,198
+33
103
$3.24M 0.14%
68,043
-6,844
104
$2.96M 0.13%
12,333
-1,425
105
$2.88M 0.12%
62,521
-54,342
106
$2.83M 0.12%
44,798
-682
107
$2.03M 0.09%
13,725
+439
108
$1.97M 0.08%
17,504
+186
109
$1.85M 0.08%
7,675
+135
110
$1.83M 0.08%
22,230
+15
111
$1.81M 0.08%
8,272
+82
112
$1.79M 0.08%
18,232
+145
113
$1.75M 0.07%
18,635
+1,535
114
$1.65M 0.07%
24,765
+4,420
115
$1.64M 0.07%
28,801
+1,423
116
$1.39M 0.06%
19,017
+382
117
$1.39M 0.06%
43,267
-7,546
118
$1.35M 0.06%
9,609
+31
119
$1.2M 0.05%
7,286
+144
120
$1.16M 0.05%
15,090
+90
121
$1.16M 0.05%
44,652
+488
122
$1.16M 0.05%
+38,277
123
$1.14M 0.05%
12,502
-115
124
$1.06M 0.04%
4,064
-501
125
$1.04M 0.04%
8,949
+496
3 4
5
6 7