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
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart Inc
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.5M 0.08%
25,611
127
$2.49M 0.08%
7,536
-259
128
$2.4M 0.08%
35,071
129
$2.36M 0.08%
45,076
+2,264
130
$2.27M 0.07%
86,200
-460
131
$2.25M 0.07%
+89,916
132
$2.24M 0.07%
22,662
-540
133
$2.23M 0.07%
11,520
134
$2.2M 0.07%
6,082
+1
135
$2.14M 0.07%
8,609
136
$2.05M 0.07%
11,878
+54
137
$1.88M 0.06%
27,713
-45,980
138
$1.85M 0.06%
3,451
-193
139
$1.83M 0.06%
17,575
+1,558
140
$1.82M 0.06%
47,336
141
$1.73M 0.06%
18,640
+16,316
142
$1.73M 0.06%
4,627
+70
143
$1.7M 0.06%
40,424
-69,773
144
$1.66M 0.05%
42,856
+434
145
$1.6M 0.05%
12,817
146
$1.57M 0.05%
11,897
-125
147
$1.56M 0.05%
55,816
-225
148
$1.54M 0.05%
10,299
+27
149
$1.51M 0.05%
23,001
+908
150
$1.51M 0.05%
11,879
-467
4 5
6
7 8