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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.31M 0.16%
38,590
+610
102
$4.3M 0.16%
12,159
-174
103
$4.26M 0.15%
53,772
104
$4.23M 0.15%
84,186
-2,732
105
$3.77M 0.14%
44,160
-5,011
106
$3.67M 0.13%
19,385
-540
107
$3.67M 0.13%
89,304
+3,026
108
$3.62M 0.13%
24,976
-56
109
$3.49M 0.13%
45,286
+1,005
110
$3.23M 0.12%
215,335
-2,535
111
$3.09M 0.11%
7,068
112
$2.95M 0.11%
89,233
-33,254
113
$2.89M 0.1%
21,700
-335
114
$2.72M 0.1%
24,988
+892
115
$2.7M 0.1%
82,105
-11,760
116
$2.64M 0.1%
25,611
117
$2.63M 0.09%
25,197
-19
118
$2.62M 0.09%
8,851
-314
119
$2.56M 0.09%
6,258
-7,650
120
$2.41M 0.09%
19,239
-106
121
$2.4M 0.09%
4,109
-251
122
$2.34M 0.08%
13,090
+4,928
123
$2.27M 0.08%
14,668
-6,295
124
$2.25M 0.08%
35,071
125
$2.19M 0.08%
12,835
-210
3 4
5
6 7