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
$2.37B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.44M
3
+$7.44M
4
LW icon
Lamb Weston
LW
+$5.67M
5
CRM icon
Salesforce
CRM
+$4.76M

Top Sells

1
+$8.95M
2
+$6.79M
3
+$6.41M
4
ERJ icon
Embraer
ERJ
+$4.01M
5
VLO icon
Valero Energy
VLO
+$3.97M

Sector Composition

1 Technology 23.54%
2 Financials 19.78%
3 Healthcare 14.45%
4 Consumer Staples 7.89%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.52M 0.15%
24,206
+100
102
$3.19M 0.13%
8,170
-28
103
$3.15M 0.13%
57,373
-10,670
104
$2.91M 0.12%
119,895
+6,077
105
$2.81M 0.12%
59,729
-2,792
106
$2.69M 0.11%
12,217
-116
107
$2.64M 0.11%
44,884
+86
108
$2.62M 0.11%
37,436
-833
109
$2.54M 0.11%
29,250
+10,615
110
$2.13M 0.09%
+9,095
111
$2.06M 0.09%
13,665
-60
112
$1.88M 0.08%
17,400
-104
113
$1.86M 0.08%
25,188
+423
114
$1.76M 0.07%
7,687
+12
115
$1.74M 0.07%
8,209
-63
116
$1.69M 0.07%
44,461
+23,062
117
$1.56M 0.07%
27,965
-836
118
$1.55M 0.07%
18,275
-3,955
119
$1.44M 0.06%
9,611
+2
120
$1.42M 0.06%
18,097
-920
121
$1.35M 0.06%
14,104
-4,128
122
$1.31M 0.06%
22,407
+11,179
123
$1.29M 0.05%
5,007
+693
124
$1.21M 0.05%
7,248
-38
125
$1.2M 0.05%
16,938
-56,248
3 4
5
6 7