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
$2.37B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.44M
3
+$7.44M
4
LW icon
Lamb Weston
LW
+$5.67M
5
CRM icon
Salesforce
CRM
+$4.76M

Top Sells

1
+$8.95M
2
+$6.79M
3
+$6.41M
4
ERJ icon
Embraer
ERJ
+$4.01M
5
VLO icon
Valero Energy
VLO
+$3.97M

Sector Composition

1 Technology 23.54%
2 Financials 19.78%
3 Healthcare 14.45%
4 Consumer Staples 7.89%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.15M 0.05%
44,544
-108
127
$1.1M 0.05%
4,187
+123
128
$1.04M 0.04%
8,831
-118
129
$1.02M 0.04%
12,478
-24
130
$1.01M 0.04%
14,854
131
$1M 0.04%
2,809
-2
132
$982K 0.04%
15,090
133
$961K 0.04%
11,027
-146
134
$937K 0.04%
108,595
+14,460
135
$903K 0.04%
4,672
+29
136
$895K 0.04%
+6,257
137
$877K 0.04%
5,267
138
$848K 0.04%
10,800
+131
139
$846K 0.04%
49,898
140
$841K 0.04%
10,383
141
$831K 0.04%
14,600
+110
142
$753K 0.03%
3,849
+115
143
$737K 0.03%
2,119
-72
144
$717K 0.03%
2,702
+65
145
$679K 0.03%
12,577
-22
146
$668K 0.03%
5,565
-120
147
$643K 0.03%
2,781
-333
148
$626K 0.03%
4,715
+146
149
$625K 0.03%
3,221
-17
150
$598K 0.03%
12,879
+219
4 5
6
7 8