BCM

Becker Capital Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$26.8M
3
+$19M
4
CB icon
Chubb
CB
+$17.5M
5
HOG icon
Harley-Davidson
HOG
+$12.2M

Top Sells

1
+$44.5M
2
+$32.6M
3
+$24M
4
MCD icon
McDonald's
MCD
+$18.6M
5
WU icon
Western Union
WU
+$13.1M

Sector Composition

1 Financials 20.14%
2 Technology 19.55%
3 Industrials 14.38%
4 Healthcare 12.38%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$118K 0.01%
13,600
-18,550
127
$69K ﹤0.01%
12,005
128
– –
-14,660
129
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-434,033
130
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-1,985
131
– –
-31,051
132
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-5,505
133
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-106,453
134
– –
-2,289
135
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-2,692
136
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-3,375
137
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-23,103
138
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-262,334
139
– –
-11,808
140
– –
-932,778
141
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-30,347
142
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-1,655,720
143
– –
-245,909
144
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-15,000
2 3 4 5
6