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
$2.08B
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$15.5M
3
+$9.4M
4
BLK icon
Blackrock
BLK
+$8.3M
5
COLM icon
Columbia Sportswear
COLM
+$4.85M

Top Sells

1
+$24.1M
2
+$17.3M
3
+$11.2M
4
C icon
Citigroup
C
+$10.9M
5
T icon
AT&T
T
+$10.3M

Sector Composition

1 Technology 21.68%
2 Healthcare 18.44%
3 Financials 18.15%
4 Industrials 7.95%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.05M 0.05%
4,695
127
$981K 0.05%
11,582
+967
128
$932K 0.04%
4,552
129
$925K 0.04%
23,566
-946
130
$910K 0.04%
2,750
131
$860K 0.04%
10,335
132
$858K 0.04%
6,188
-4
133
$839K 0.04%
9,920
134
$807K 0.04%
7,060
135
$801K 0.04%
4,028
-91
136
$742K 0.04%
10,615
+60
137
$722K 0.03%
+7,598
138
$689K 0.03%
23,703
139
$659K 0.03%
3,783
+950
140
$633K 0.03%
2,477
141
$625K 0.03%
15,952
+334
142
$624K 0.03%
3,954
+290
143
$606K 0.03%
1,920
-91
144
$600K 0.03%
4,685
-100
145
$592K 0.03%
11,671
-3,678
146
$563K 0.03%
13,210
147
$555K 0.03%
+42,560
148
$554K 0.03%
12,985
-190,259
149
$523K 0.03%
3,040
-11
150
$490K 0.02%
6,367
4 5
6
7 8