BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$16.6M
3
+$15.9M
4
NFLX icon
Netflix
NFLX
+$11.2M
5
MDT icon
Medtronic
MDT
+$9.43M

Top Sells

1
+$28.6M
2
+$26.2M
3
+$6.55M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$6.39M
5
ACN icon
Accenture
ACN
+$4.75M

Sector Composition

1 Technology 22.52%
2 Financials 19.37%
3 Healthcare 15.6%
4 Industrials 7.91%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M 0.05%
6,192
-26
127
$1.15M 0.05%
24,512
-2,808
128
$1.14M 0.05%
+9,738
129
$1.11M 0.04%
13,106
-4,341
130
$1.1M 0.04%
4,119
+20
131
$1.08M 0.04%
4,552
132
$1.03M 0.04%
10,335
133
$1.02M 0.04%
3,578
+999
134
$969K 0.04%
8,190
-65
135
$925K 0.04%
7,060
136
$888K 0.04%
23,703
+4,416
137
$873K 0.04%
10,555
-35
138
$870K 0.04%
9,920
-2,273
139
$867K 0.04%
10,615
-3
140
$854K 0.03%
2,750
141
$782K 0.03%
15,349
-347
142
$757K 0.03%
15,618
-581
143
$755K 0.03%
3,054
-4
144
$719K 0.03%
2,011
-10
145
$710K 0.03%
13,210
-1,060
146
$676K 0.03%
3,664
-79
147
$648K 0.03%
4,785
-770
148
$622K 0.03%
2,477
149
$611K 0.02%
49,898
150
$601K 0.02%
2,106
4 5
6
7 8