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
$2.36B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.65M
3
+$7.38M
4
KMI icon
Kinder Morgan
KMI
+$4.98M
5
VTR icon
Ventas
VTR
+$4.69M

Top Sells

1
+$27.1M
2
+$6.4M
3
+$3.38M
4
POR icon
Portland General Electric
POR
+$2.5M
5
NWL icon
Newell Brands
NWL
+$1.79M

Sector Composition

1 Technology 23.69%
2 Financials 19.78%
3 Healthcare 13.92%
4 Industrials 7.91%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.04%
49,898
127
$987K 0.04%
4,643
+97
128
$977K 0.04%
4,314
+513
129
$972K 0.04%
2,811
+61
130
$943K 0.04%
14,490
+390
131
$917K 0.04%
10,383
-162
132
$911K 0.04%
21,399
-316
133
$905K 0.04%
14,854
-830
134
$870K 0.04%
11,173
+411
135
$856K 0.04%
5,267
-535
136
$830K 0.04%
10,669
+82
137
$810K 0.03%
+94,135
138
$800K 0.03%
2,191
+154
139
$737K 0.03%
5,685
-365
140
$715K 0.03%
3,114
+61
141
$712K 0.03%
2,637
+77
142
$712K 0.03%
3,734
+263
143
$706K 0.03%
12,599
+296
144
$677K 0.03%
11,228
+31
145
$640K 0.03%
4,569
+204
146
$634K 0.03%
19,770
+483
147
$605K 0.03%
15,681
-2,398
148
$603K 0.03%
3,238
+189
149
$573K 0.02%
12,660
+2,474
150
$558K 0.02%
2,912
+104
4 5
6
7 8