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
$3.08B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$3.85M
4
INTC icon
Intel
INTC
+$3.77M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.58M

Top Sells

1
+$29M
2
+$13.2M
3
+$9.64M
4
VTR icon
Ventas
VTR
+$9.04M
5
WBD icon
Warner Bros
WBD
+$5.53M

Sector Composition

1 Technology 20.45%
2 Financials 14.17%
3 Healthcare 12.4%
4 Consumer Staples 7.61%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.72M 0.09%
20,683
+8
127
$2.6M 0.08%
24,484
+13,959
128
$2.51M 0.08%
35,071
129
$2.49M 0.08%
5,086
+90
130
$2.46M 0.08%
24,275
+7,456
131
$2.45M 0.08%
9,405
132
$2.3M 0.07%
6,125
+2
133
$2.29M 0.07%
11,520
-395
134
$2.27M 0.07%
54,251
-1,255
135
$2.14M 0.07%
3,753
+1,358
136
$2.09M 0.07%
39,711
+31,783
137
$2.09M 0.07%
11,969
-105
138
$2.09M 0.07%
57,608
-6,750
139
$2.03M 0.07%
56,161
140
$1.9M 0.06%
8,588
+429
141
$1.9M 0.06%
22,455
+3,480
142
$1.88M 0.06%
9,096
+263
143
$1.85M 0.06%
10,873
+22
144
$1.78M 0.06%
43,406
-12,178
145
$1.78M 0.06%
12,749
146
$1.65M 0.05%
4,557
-40
147
$1.64M 0.05%
12,149
+500
148
$1.63M 0.05%
12,392
-85
149
$1.56M 0.05%
5,947
+4,229
150
$1.52M 0.05%
42,696
+616
4 5
6
7 8