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
$1.77B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$20.8M
3
+$19.6M
4
MDT icon
Medtronic
MDT
+$17.4M
5
BLK icon
Blackrock
BLK
+$16.7M

Top Sells

1
+$28.9M
2
+$20.1M
3
+$19.6M
4
LUV icon
Southwest Airlines
LUV
+$19.5M
5
BWA icon
BorgWarner
BWA
+$14.4M

Sector Composition

1 Technology 23.7%
2 Healthcare 17.71%
3 Financials 17.7%
4 Consumer Staples 9.5%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$501K 0.03%
1,372
+550
127
$496K 0.03%
2,750
128
$487K 0.03%
5,565
-520
129
$479K 0.03%
4,148
-471
130
$463K 0.03%
3,380
+110
131
$454K 0.03%
5,181
132
$432K 0.02%
4,106
-274,392
133
$426K 0.02%
102,351
134
$425K 0.02%
16,599
-763,815
135
$410K 0.02%
5,780
-12,880
136
$407K 0.02%
4,726
137
$399K 0.02%
3,419
-120
138
$396K 0.02%
+6,961
139
$394K 0.02%
7,142
+1,398
140
$373K 0.02%
2,773
-1,037
141
$369K 0.02%
11,400
142
$367K 0.02%
2,462
-12
143
$354K 0.02%
6,396
144
$344K 0.02%
2,436
+300
145
$336K 0.02%
+1,135
146
$322K 0.02%
+14,477
147
$302K 0.02%
8,372
148
$300K 0.02%
13,765
149
$292K 0.02%
2,755
-25,555
150
$274K 0.02%
1,487
+222
4 5
6
7 8