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
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5M 0.16%
80,901
-1,133
102
$4.5M 0.15%
153,527
-1,831
103
$4.24M 0.14%
17,371
+130
104
$4.16M 0.14%
7,948
-63
105
$4.16M 0.14%
91,913
-3,158
106
$4.16M 0.14%
49,947
107
$4.15M 0.14%
28,233
-2,189
108
$4.12M 0.14%
26,386
+122
109
$4.04M 0.13%
25,162
110
$4.01M 0.13%
8,058
-143
111
$3.93M 0.13%
43,446
-23,643
112
$3.91M 0.13%
47,258
+504
113
$3.75M 0.12%
47,862
-6,040
114
$3.71M 0.12%
35,231
+2,321
115
$3.55M 0.12%
4,302
-52
116
$3.48M 0.11%
66,203
+130
117
$3.46M 0.11%
7,357
+2,771
118
$3.42M 0.11%
28,958
+1,825
119
$3.41M 0.11%
18,127
+6,973
120
$3.24M 0.11%
30,703
+1,489
121
$3.19M 0.11%
+4
122
$3.06M 0.1%
14,626
-626
123
$2.96M 0.1%
25,200
+1
124
$2.61M 0.09%
34,481
125
$2.52M 0.08%
20,371
-239
3 4
5
6 7