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
$2.7B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.1M
3
+$11.4M
4
AGN
Allergan plc
AGN
+$11.3M
5
CAT icon
Caterpillar
CAT
+$10.9M

Top Sells

1
+$33.6M
2
+$31.6M
3
+$15.2M
4
WMT icon
Walmart
WMT
+$14.9M
5
Y
Alleghany Corp
Y
+$13.7M

Sector Composition

1 Financials 20.37%
2 Technology 18.09%
3 Healthcare 14.94%
4 Consumer Staples 8.58%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$596K 0.02%
3,814
-225
127
$582K 0.02%
7,586
128
$574K 0.02%
3,446
+111
129
$569K 0.02%
22,830
-495
130
$562K 0.02%
18,738
131
$554K 0.02%
2,900
132
$545K 0.02%
8,170
+335
133
$526K 0.02%
+8,625
134
$522K 0.02%
5,728
135
$505K 0.02%
+19,846
136
$500K 0.02%
+6,230
137
$495K 0.02%
3,816
+1,595
138
$489K 0.02%
+2,480
139
$472K 0.02%
2,523
140
$471K 0.02%
3,493
+385
141
$459K 0.02%
4,071
142
$455K 0.02%
3,722
+422
143
$446K 0.02%
8,912
144
$439K 0.02%
8,174
+95
145
$423K 0.02%
6,168
146
$414K 0.02%
+12,765
147
$411K 0.02%
+5,105
148
$410K 0.02%
5,181
149
$410K 0.02%
+49,445
150
$409K 0.02%
+3,193
4 5
6
7 8