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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.24M 0.08%
9,405
127
$2.17M 0.07%
23,003
-1,985
128
$2.06M 0.07%
6,122
-19
129
$2.05M 0.07%
11,636
+83
130
$1.99M 0.07%
11,649
-765
131
$1.97M 0.07%
12,109
-25
132
$1.81M 0.06%
18,504
+365
133
$1.81M 0.06%
59,341
-4,525
134
$1.8M 0.06%
8,758
-289
135
$1.78M 0.06%
18,867
+2
136
$1.74M 0.06%
50,961
-38,272
137
$1.67M 0.06%
12,749
-6,490
138
$1.65M 0.06%
4,597
-200
139
$1.62M 0.06%
42,080
140
$1.6M 0.06%
27,310
-7,030
141
$1.56M 0.05%
8,157
-154
142
$1.52M 0.05%
12,969
-540
143
$1.51M 0.05%
46,801
+11,870
144
$1.4M 0.05%
19,120
-2,304
145
$1.35M 0.05%
15,261
146
$1.35M 0.05%
4,771
-151
147
$1.29M 0.04%
22,320
148
$1.28M 0.04%
2,299
-35
149
$1.24M 0.04%
4,739
150
$1.21M 0.04%
6,826
4 5
6
7 8