BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.91B
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12M
3
+$8.47M
4
DLTR icon
Dollar Tree
DLTR
+$8.16M
5
ADBE icon
Adobe
ADBE
+$7.64M

Top Sells

1
+$14M
2
+$6.23M
3
+$5.93M
4
VTR icon
Ventas
VTR
+$5M
5
HD icon
Home Depot
HD
+$4.95M

Sector Composition

1 Technology 21.18%
2 Financials 13.98%
3 Healthcare 12.65%
4 Consumer Staples 7.74%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.32M 0.08%
9,405
127
$2.31M 0.08%
64,358
-2,135
128
$2.23M 0.08%
6,123
+1
129
$2.19M 0.08%
11,915
-620
130
$2.14M 0.07%
55,506
-1,280
131
$1.98M 0.07%
56,161
-3,180
132
$1.95M 0.07%
12,074
-35
133
$1.89M 0.06%
8,833
+75
134
$1.83M 0.06%
11,649
135
$1.79M 0.06%
10,851
-785
136
$1.64M 0.06%
12,749
137
$1.63M 0.06%
16,819
-1,685
138
$1.59M 0.05%
12,477
-492
139
$1.57M 0.05%
4,597
140
$1.56M 0.05%
46,501
-300
141
$1.47M 0.05%
21,805
-515
142
$1.41M 0.05%
8,159
+2
143
$1.35M 0.05%
29,724
-8,010
144
$1.34M 0.05%
18,975
+800
145
$1.32M 0.05%
42,080
146
$1.29M 0.04%
2,395
+96
147
$1.22M 0.04%
4,771
148
$1.22M 0.04%
10,748
149
$1.21M 0.04%
34,761
-16,200
150
$1.2M 0.04%
15,237
-24
4 5
6
7 8