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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.93M 0.15%
231,231
-10,710
102
$3.76M 0.14%
20,003
-1,220
103
$3.75M 0.14%
98,265
-2,613
104
$3.72M 0.14%
114,980
+8,487
105
$3.68M 0.14%
42,430
+34,800
106
$3.57M 0.14%
12,442
-16,713
107
$3.46M 0.13%
67,835
-88,423
108
$3.45M 0.13%
24,948
109
$3.45M 0.13%
84,735
-3,158
110
$3.37M 0.13%
44,541
+2,349
111
$3.26M 0.12%
51,706
+226
112
$2.97M 0.11%
88,938
+891
113
$2.95M 0.11%
7,216
+1,098
114
$2.85M 0.11%
21,164
+504
115
$2.68M 0.1%
24,243
+5,227
116
$2.64M 0.1%
32,658
+561
117
$2.44M 0.09%
25,611
118
$2.43M 0.09%
25,764
+2,140
119
$2.38M 0.09%
24,664
120
$2.37M 0.09%
9,614
-19,485
121
$2.32M 0.09%
65,301
-14,751
122
$2.28M 0.09%
72,009
+2,383
123
$2.21M 0.08%
28,722
-8,111
124
$2.18M 0.08%
35,191
125
$2.17M 0.08%
4,636
-23
3 4
5
6 7