BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
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
– –
-106,453
130
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-2,289
131
– –
-2,692
132
– –
-3,375
133
– –
-23,103
134
– –
-15,000
135
– –
-262,334
136
– –
-11,808
137
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-932,778
138
– –
-30,347
139
– –
-1,655,720
140
– –
-245,909
141
– –
-14,660
142
– –
-434,033
143
– –
-31,051
144
– –
-5,505
2 3 4 5
6