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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.92M 0.08%
11,337
+73
127
$1.83M 0.07%
9,405
128
$1.77M 0.07%
12,463
+49
129
$1.75M 0.07%
11,474
+5,996
130
$1.75M 0.07%
18,644
-705
131
$1.74M 0.07%
6,543
132
$1.73M 0.07%
19,124
+1
133
$1.7M 0.07%
22,748
-5,974
134
$1.68M 0.07%
64,619
-1,163
135
$1.66M 0.07%
8,977
-890
136
$1.61M 0.06%
36,980
-3,650
137
$1.56M 0.06%
16,413
-1,075
138
$1.48M 0.06%
43,676
-21,625
139
$1.45M 0.06%
10,531
+257
140
$1.35M 0.05%
4,910
+43
141
$1.32M 0.05%
23,031
-610
142
$1.29M 0.05%
17,146
143
$1.28M 0.05%
4,859
+70
144
$1.24M 0.05%
8,162
+41
145
$1.24M 0.05%
6,465
-317
146
$1.19M 0.05%
43,450
147
$1.17M 0.05%
8,344
-465
148
$1.14M 0.05%
15,261
-24
149
$1.08M 0.04%
4,718
+21
150
$1.07M 0.04%
2,334
4 5
6
7 8