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
$3.03B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$18M
3
+$11.2M
4
CAKE icon
Cheesecake Factory
CAKE
+$9.28M
5
GE icon
GE Aerospace
GE
+$8.8M

Top Sells

1
+$33.1M
2
+$24.3M
3
+$16.6M
4
WMT icon
Walmart Inc
WMT
+$16.4M
5
QCOM icon
Qualcomm
QCOM
+$13.8M

Sector Composition

1 Financials 22.49%
2 Technology 16.97%
3 Healthcare 12.97%
4 Industrials 10.27%
5 Consumer Staples 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$359K 0.01%
6,413
-432
127
$344K 0.01%
5,181
128
$342K 0.01%
7,114
+1,000
129
$339K 0.01%
1,998
-100
130
$335K 0.01%
3,300
131
$330K 0.01%
4,368
132
$322K 0.01%
1,205
+210
133
$308K 0.01%
6,505
134
$307K 0.01%
2,546
+60
135
$300K 0.01%
+3,991
136
$277K 0.01%
1,896
-30
137
$275K 0.01%
+5,195
138
$272K 0.01%
4,300
139
$271K 0.01%
5,304
140
$270K 0.01%
21,615
-515
141
$265K 0.01%
3,114
142
$258K 0.01%
1,834
-76
143
$257K 0.01%
+1,640
144
$256K 0.01%
1,733
145
$253K 0.01%
2,365
146
$250K 0.01%
11,965
-630
147
$250K 0.01%
+4,199
148
$231K 0.01%
9,101
-80
149
$230K 0.01%
+3,120
150
$228K 0.01%
5,480
-605
3 4 5
6
7