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
$2.32B
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$25.3M
3
+$17.2M
4
CB icon
Chubb
CB
+$16.9M
5
MCK icon
McKesson
MCK
+$11.3M

Top Sells

1
+$44.5M
2
+$32.6M
3
+$24M
4
MCD icon
McDonald's
MCD
+$17.7M
5
WU icon
Western Union
WU
+$12.2M

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
– –
-1,985
129
– –
-14,660
130
– –
-434,033
131
– –
-31,051
132
– –
-5,505
133
– –
-106,453
134
– –
-2,289
135
– –
-2,692
136
– –
-3,375
137
– –
-23,103
138
– –
-15,000
139
– –
-262,334
140
– –
-11,808
141
– –
-932,778
142
– –
-30,347
143
– –
-1,655,720
144
– –
-245,909
2 3 4 5
6