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
$2.28B
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$19.1M
3
+$16.3M
4
MON
Monsanto Co
MON
+$12.3M
5
MRK icon
Merck
MRK
+$9.72M

Top Sells

1
+$22.3M
2
+$18.8M
3
+$17M
4
ATI icon
ATI
ATI
+$14.9M
5
MCD icon
McDonald's
MCD
+$14.7M

Sector Composition

1 Financials 20.69%
2 Technology 19.05%
3 Industrials 15.41%
4 Healthcare 12.77%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K 0.01%
4,400
127
$222K 0.01%
3,375
-325
128
$220K 0.01%
4,300
129
$208K 0.01%
2,692
130
$206K 0.01%
+2,680
131
$202K 0.01%
+7,174
132
$181K 0.01%
2,900
133
$158K 0.01%
11,195
-110
134
$151K 0.01%
14,025
135
$147K 0.01%
5,575
136
$73K ﹤0.01%
12,005
137
$42K ﹤0.01%
15,000
138
– –
-6,041
139
– –
-3,250
140
– –
-4,142
141
– –
-412,422
142
– –
-5,654
143
– –
-50,638
144
– –
-5,200
145
– –
-10,000
2 3 4 5
6