BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.7M
3
+$7.18M
4
BLKB icon
Blackbaud
BLKB
+$7.06M
5
GO icon
Grocery Outlet
GO
+$5.88M

Top Sells

1
+$17.9M
2
+$15M
3
+$12.5M
4
BROS icon
Dutch Bros
BROS
+$11.3M
5
VOD icon
Vodafone
VOD
+$7.09M

Sector Composition

1 Technology 25.97%
2 Financials 18.24%
3 Healthcare 14.85%
4 Industrials 8.01%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.88M 0.15%
94,322
-12,005
102
$3.33M 0.13%
19,157
-18,139
103
$3.28M 0.13%
108,683
-5,017
104
$3.22M 0.13%
29,930
+680
105
$3.07M 0.12%
57,946
-1,783
106
$2.75M 0.11%
15,813
+2,148
107
$2.72M 0.11%
8,940
-12,282
108
$2.59M 0.1%
45,622
-11,751
109
$2.48M 0.1%
40,619
-4,265
110
$2.45M 0.1%
12,164
-53
111
$2.43M 0.1%
31,769
+6,581
112
$2.43M 0.1%
17,928
+528
113
$2.33M 0.09%
32,204
-5,232
114
$2.29M 0.09%
390,169
+281,574
115
$1.76M 0.07%
7,612
-75
116
$1.69M 0.07%
8,106
-103
117
$1.63M 0.06%
17,447
-650
118
$1.6M 0.06%
9,580
-31
119
$1.49M 0.06%
4,242
-765
120
$1.41M 0.06%
44,110
-434
121
$1.38M 0.05%
27,320
-645
122
$1.27M 0.05%
16,852
-86
123
$1.22M 0.05%
7,060
+803
124
$1.16M 0.05%
8,255
-576
125
$1.11M 0.04%
15,375
+285
3 4
5
6 7