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
$2.48B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$31.4M
2 +$16.6M
3 +$15.9M
4
NFLX icon
Netflix
NFLX
+$11.2M
5
MDT icon
Medtronic
MDT
+$9.43M

Top Sells

1 +$28.6M
2 +$26.2M
3 +$6.55M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$6.39M
5
ACN icon
Accenture
ACN
+$4.75M

Sector Composition

1 Technology 22.52%
2 Financials 19.37%
3 Healthcare 15.6%
4 Industrials 7.91%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.88M 0.16%
42,818
-28,834
102
$3.86M 0.16%
23,660
+60
103
$3.37M 0.14%
868,668
+478,499
104
$3.37M 0.14%
40,773
+154
105
$3.3M 0.13%
24,501
-125
106
$3.24M 0.13%
30,110
+180
107
$2.9M 0.12%
17,886
-42
108
$2.81M 0.11%
50,975
-6,971
109
$2.7M 0.11%
+11,510
110
$2.63M 0.11%
15,680
-133
111
$2.5M 0.1%
28,919
-3,285
112
$2.45M 0.1%
31,885
+116
113
$2.35M 0.09%
68,309
-122,352
114
$2.26M 0.09%
11,824
-340
115
$1.8M 0.07%
10,022
-9,135
116
$1.8M 0.07%
17,709
+857
117
$1.69M 0.07%
4,695
+453
118
$1.58M 0.06%
45,389
-48,933
119
$1.57M 0.06%
7,399
-213
120
$1.56M 0.06%
8,007
-99
121
$1.5M 0.06%
9,498
-82
122
$1.31M 0.05%
5,259
123
$1.31M 0.05%
44,054
-56
124
$1.26M 0.05%
15,330
-45
125
$1.22M 0.05%
12,218
-2,815