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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.77M 0.16%
8,203
102
$4.75M 0.16%
35,840
-2,750
103
$4.08M 0.14%
8,493
+1,425
104
$4.04M 0.14%
8,162
-129
105
$3.96M 0.14%
48,836
-166,325
106
$3.89M 0.13%
24,976
107
$3.8M 0.13%
18,430
-955
108
$3.75M 0.13%
24,638
-13,695
109
$3.71M 0.13%
17,408
+4,318
110
$3.69M 0.13%
228,505
+13,170
111
$3.67M 0.13%
87,916
-1,388
112
$3.51M 0.12%
45,726
+440
113
$3.49M 0.12%
21,353
-347
114
$3.21M 0.11%
4,127
+18
115
$3.16M 0.11%
8,612
-239
116
$3.09M 0.11%
34,200
-2,350
117
$3M 0.1%
6,758
+500
118
$2.88M 0.1%
25,197
119
$2.72M 0.09%
14,941
+273
120
$2.63M 0.09%
25,611
121
$2.57M 0.09%
+24,530
122
$2.5M 0.09%
35,071
123
$2.46M 0.08%
66,493
-15,612
124
$2.29M 0.08%
12,535
-300
125
$2.29M 0.08%
56,786
+13,110
3 4
5
6 7