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
$3.08B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$3.85M
4
INTC icon
Intel
INTC
+$3.77M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.58M

Top Sells

1
+$29M
2
+$13.2M
3
+$9.64M
4
VTR icon
Ventas
VTR
+$9.04M
5
WBD icon
Warner Bros
WBD
+$5.53M

Sector Composition

1 Technology 20.45%
2 Financials 14.17%
3 Healthcare 12.4%
4 Consumer Staples 7.61%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.94M 0.16%
598,890
-670,235
102
$4.69M 0.15%
8,016
+6
103
$4.61M 0.15%
55,413
-27,853
104
$4.41M 0.14%
117,744
-2,054
105
$4.39M 0.14%
214,185
-14,365
106
$4.36M 0.14%
26,067
+845
107
$4.29M 0.14%
54,506
+6,715
108
$4.23M 0.14%
88,422
+2,523
109
$4.22M 0.14%
60,047
-63,590
110
$4.22M 0.14%
25,162
+214
111
$4.18M 0.14%
23,270
+135
112
$4.16M 0.14%
34,741
+24,341
113
$4.07M 0.13%
19,591
+775
114
$4.03M 0.13%
48,501
-158
115
$3.93M 0.13%
43,277
-319,380
116
$3.89M 0.13%
4,388
+235
117
$3.85M 0.13%
17,241
-770
118
$3.58M 0.12%
+32,910
119
$3.36M 0.11%
62,464
-53,018
120
$3.3M 0.11%
142,331
+87,369
121
$3.2M 0.1%
16,869
+12,892
122
$3.2M 0.1%
8,184
-200
123
$3.07M 0.1%
15,535
+696
124
$2.97M 0.1%
25,332
+134
125
$2.76M 0.09%
25,611
3 4
5
6 7