BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.55M 0.14%
49,962
+15
102
$4.44M 0.14%
68,145
-12,756
103
$4.39M 0.14%
24,763
-1,623
104
$4.39M 0.14%
88,776
-3,137
105
$4.2M 0.13%
27,599
-634
106
$4.11M 0.13%
49,641
+2,383
107
$4.07M 0.13%
7,369
+12
108
$3.99M 0.12%
23,132
+100
109
$3.76M 0.12%
17,201
-170
110
$3.71M 0.12%
69,610
+3,407
111
$3.64M 0.11%
30,531
+1,573
112
$3.62M 0.11%
41,215
-2,231
113
$3.58M 0.11%
45,492
-2,370
114
$3.49M 0.11%
25,200
115
$3.49M 0.11%
135,701
-17,826
116
$3.26M 0.1%
8,030
-28
117
$3.03M 0.09%
15,593
-2,534
118
$2.97M 0.09%
259,385
-216,637
119
$2.92M 0.09%
4
120
$2.7M 0.08%
14,565
-61
121
$2.7M 0.08%
6,956
-580
122
$2.63M 0.08%
35,071
123
$2.62M 0.08%
6,165
+83
124
$2.55M 0.08%
25,611
125
$2.54M 0.08%
86,971
-2,945
3 4
5
6 7