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
$2.15B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$8.87M
3
+$8.19M
4
PHG icon
Philips
PHG
+$7.02M
5
COLM icon
Columbia Sportswear
COLM
+$6.26M

Top Sells

1
+$25M
2
+$9.3M
3
+$4.45M
4
VTR icon
Ventas
VTR
+$3.99M
5
AZO icon
AutoZone
AZO
+$3.92M

Sector Composition

1 Technology 19.99%
2 Financials 18.79%
3 Healthcare 18.59%
4 Industrials 9.02%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.06M 0.1%
41,950
-3,438
102
$2.03M 0.09%
75,580
-4,792
103
$1.94M 0.09%
10,203
-1,505
104
$1.9M 0.09%
14,941
-128
105
$1.87M 0.09%
22,290
+668
106
$1.7M 0.08%
7,932
-75
107
$1.57M 0.07%
870,147
-4,060
108
$1.51M 0.07%
20,290
+11,929
109
$1.49M 0.07%
9,496
-2
110
$1.48M 0.07%
58,844
-1,695
111
$1.42M 0.07%
17,031
-76
112
$1.41M 0.07%
11,913
-355
113
$1.3M 0.06%
8,749
114
$1.27M 0.06%
4,803
115
$1.26M 0.06%
3,449
-42
116
$1.23M 0.06%
13,427
-22,794
117
$1.2M 0.06%
10,929
+151
118
$1.18M 0.06%
8,406
-181
119
$1.14M 0.05%
15,285
-45
120
$1.14M 0.05%
4,979
121
$1.03M 0.05%
43,450
-550
122
$978K 0.05%
4,002
-26
123
$942K 0.04%
2,750
124
$914K 0.04%
6,188
125
$891K 0.04%
9,826
-34
3 4
5
6 7