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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.13M 0.08%
13,045
-30
127
$2.11M 0.08%
22,140
+29
128
$2.09M 0.08%
11,264
-2,107
129
$2.05M 0.08%
9,867
+1,305
130
$2.04M 0.08%
65,782
-1,175
131
$1.9M 0.07%
9,405
132
$1.9M 0.07%
19,349
-1,732
133
$1.82M 0.07%
45,164
134
$1.8M 0.07%
6,543
135
$1.75M 0.07%
23,641
+6,610
136
$1.72M 0.07%
40,630
+13,360
137
$1.71M 0.06%
17,488
+186
138
$1.55M 0.06%
19,123
+2
139
$1.53M 0.06%
4,124
+142
140
$1.49M 0.06%
4,867
+655
141
$1.47M 0.06%
12,749
142
$1.46M 0.06%
10,274
143
$1.46M 0.06%
12,414
-3,090
144
$1.43M 0.05%
6,782
+300
145
$1.43M 0.05%
4,789
-180
146
$1.41M 0.05%
8,121
-1,375
147
$1.34M 0.05%
+17,146
148
$1.28M 0.05%
43,450
149
$1.26M 0.05%
64,448
150
$1.24M 0.05%
15,285
4 5
6
7 8