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
$2.91B
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12M
3
+$8.47M
4
DLTR icon
Dollar Tree
DLTR
+$8.16M
5
ADBE icon
Adobe
ADBE
+$7.64M

Top Sells

1
+$14M
2
+$6.23M
3
+$5.93M
4
VTR icon
Ventas
VTR
+$5M
5
HD icon
Home Depot
HD
+$4.95M

Sector Composition

1 Technology 21.18%
2 Financials 13.98%
3 Healthcare 12.65%
4 Consumer Staples 7.74%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.03M 0.17%
23,412
-315
102
$4.74M 0.16%
53,772
103
$4.63M 0.16%
25,222
+584
104
$4.59M 0.16%
8,303
+100
105
$4.5M 0.15%
44,044
-10,448
106
$4.45M 0.15%
36,040
+1,840
107
$4.35M 0.15%
8,659
+166
108
$4.08M 0.14%
8,010
-152
109
$4.01M 0.14%
18,816
+1,408
110
$3.85M 0.13%
48,659
-177
111
$3.83M 0.13%
228,550
+45
112
$3.8M 0.13%
18,011
-419
113
$3.77M 0.13%
24,948
-28
114
$3.76M 0.13%
4,153
+26
115
$3.76M 0.13%
85,899
-2,017
116
$3.67M 0.13%
47,791
+2,065
117
$3.45M 0.12%
+23,135
118
$2.92M 0.1%
20,675
-678
119
$2.79M 0.1%
8,384
-228
120
$2.78M 0.1%
25,198
+1
121
$2.55M 0.09%
14,839
-102
122
$2.49M 0.09%
25,611
123
$2.4M 0.08%
4,996
-1,762
124
$2.39M 0.08%
35,071
125
$2.33M 0.08%
55,584
-61,675
3 4
5
6 7