BCM
Becker Capital Management Portfolio holdings
AUM
$3.21B
This Quarter Return
+3.15%
1 Year Return
+20.47%
3 Year Return
+69.86%
5 Year Return
+139.42%
10 Year Return
+219.37%
AUM
$2.45B
AUM Growth
+$2.45B
(+5.8%)
Cap. Flow
+$62.9M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
144
New
16
Increased
41
Reduced
55
Closed
8
Top Buys
| 1 |
Wells Fargo
WFC
|
$47.3M |
| 2 |
AstraZeneca
AZN
|
$35.7M |
| 3 |
Procter & Gamble
PG
|
$31.6M |
| 4 |
BorgWarner
BWA
|
$29.5M |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$29.3M |
Top Sells
| 1 |
Archer Daniels Midland
ADM
|
$25.1M |
| 2 |
AGCO
AGCO
|
$23.2M |
| 3 |
Weyerhaeuser
WY
|
$20.2M |
| 4 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$18.6M |
| 5 |
McDonald's
MCD
|
$13.6M |
Sector Composition
| 1 | Financials | 21.57% |
| 2 | Technology | 17.84% |
| 3 | Healthcare | 14.8% |
| 4 | Industrials | 11.03% |
| 5 | Energy | 8.69% |
