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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.21M 0.17%
83,346
+15,511
102
$3.9M 0.15%
53,772
103
$3.88M 0.15%
122,487
+7,507
104
$3.79M 0.15%
19,925
-78
105
$3.7M 0.15%
12,333
-109
106
$3.38M 0.13%
86,278
+1,543
107
$3.35M 0.13%
49,171
-2,535
108
$3.33M 0.13%
44,281
-260
109
$3.28M 0.13%
25,032
+84
110
$3.15M 0.13%
37,980
-4,450
111
$3.12M 0.12%
20,963
-201
112
$3.09M 0.12%
86,918
-2,020
113
$2.87M 0.11%
93,865
-4,400
114
$2.79M 0.11%
7,068
-148
115
$2.65M 0.11%
38,171
+5,513
116
$2.65M 0.11%
22,035
-105
117
$2.5M 0.1%
9,165
-449
118
$2.39M 0.09%
+21,100
119
$2.34M 0.09%
4,360
-276
120
$2.31M 0.09%
24,096
-147
121
$2.31M 0.09%
25,216
+552
122
$2.3M 0.09%
25,611
123
$2.13M 0.08%
19,345
+6,596
124
$2.11M 0.08%
35,071
-120
125
$2.04M 0.08%
13,045
3 4
5
6 7