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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.14M 0.08%
12,949
+1,475
127
$2.04M 0.07%
9,405
128
$1.99M 0.07%
50,858
-417,327
129
$1.98M 0.07%
11,553
+216
130
$1.94M 0.07%
63,866
-753
131
$1.9M 0.07%
9,047
+70
132
$1.86M 0.07%
6,141
-402
133
$1.85M 0.07%
34,340
-49,006
134
$1.81M 0.07%
12,134
+1,603
135
$1.81M 0.07%
36,550
-430
136
$1.8M 0.06%
18,139
-505
137
$1.74M 0.06%
21,424
-1,324
138
$1.66M 0.06%
43,676
139
$1.62M 0.06%
6,230
-235
140
$1.61M 0.06%
12,414
-49
141
$1.58M 0.06%
18,865
-259
142
$1.46M 0.05%
4,922
+63
143
$1.46M 0.05%
17,146
144
$1.44M 0.05%
4,797
-113
145
$1.41M 0.05%
23,235
+204
146
$1.41M 0.05%
13,509
-2,904
147
$1.36M 0.05%
42,080
-1,370
148
$1.36M 0.05%
8,311
-33
149
$1.22M 0.04%
10,400
-10,700
150
$1.21M 0.04%
15,261
4 5
6
7 8