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
$2.57B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$29.1M
3
+$24M
4
VMI icon
Valmont Industries
VMI
+$20.3M
5
MEOH icon
Methanex
MEOH
+$15.9M

Top Sells

1
+$38.3M
2
+$14.3M
3
+$14.2M
4
WBA
Walgreens Boots Alliance
WBA
+$12.9M
5
TWI icon
Titan International
TWI
+$8.7M

Sector Composition

1 Financials 21.46%
2 Technology 16.8%
3 Industrials 16.06%
4 Healthcare 9.78%
5 Energy 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.01%
3,138
+446
127
$258K 0.01%
3,250
128
$254K 0.01%
5,027
-1,500
129
$253K 0.01%
8,963
130
$246K 0.01%
+7,245
131
$232K 0.01%
+4,400
132
$231K 0.01%
1,998
-59
133
$230K 0.01%
+4,300
134
$230K 0.01%
+5,856
135
$213K 0.01%
+3,700
136
$197K 0.01%
5,200
-216
137
$167K 0.01%
10,770
-1,820
138
$127K ﹤0.01%
14,025
139
– –
-16,778
140
– –
-26,000
141
– –
-24,000
142
– –
-2,698
143
– –
-2,975
144
– –
-2,750
145
– –
-1,604
146
– –
-4,000
147
– –
-4,473
148
– –
-2,154
149
– –
-7,500
150
– –
-3,190
3 4 5
6
7