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
$1.64B
AUM Growth
-$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$20M
3
+$16.2M
4
UL icon
Unilever
UL
+$13.8M
5
ACN icon
Accenture
ACN
+$13.4M

Top Sells

1
+$30.3M
2
+$25.2M
3
+$23.2M
4
NEM icon
Newmont
NEM
+$22.6M
5
MSFT icon
Microsoft
MSFT
+$18M

Sector Composition

1 Technology 21.26%
2 Financials 18.79%
3 Healthcare 17.57%
4 Consumer Staples 10.34%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$490K 0.03%
4,619
-86
127
$486K 0.03%
15,786
-4,230
128
$485K 0.03%
10,620
-100
129
$484K 0.03%
3,810
130
$473K 0.03%
6,085
-324
131
$457K 0.03%
5,181
132
$437K 0.03%
22,875
+495
133
$432K 0.03%
6,161
-260
134
$385K 0.02%
10,334
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135
$385K 0.02%
3,270
136
$384K 0.02%
4,726
137
$371K 0.02%
2,671
138
$360K 0.02%
17,511
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139
$358K 0.02%
102,351
-1,379
140
$338K 0.02%
2,474
+12
141
$330K 0.02%
3,218
142
$314K 0.02%
+11,723
143
$313K 0.02%
3,539
144
$312K 0.02%
4,274
-140
145
$310K 0.02%
3,180
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146
$309K 0.02%
6,396
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147
$309K 0.02%
5,744
+40
148
$299K 0.02%
12,644
-235
149
$298K 0.02%
23,796
150
$287K 0.02%
8,372
4 5
6
7 8