BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.51M 0.08%
8,530
-79
127
$2.49M 0.08%
47,176
+2,100
128
$2.49M 0.08%
7,968
+20
129
$2.48M 0.08%
12,090
+570
130
$2.37M 0.07%
84,780
-1,420
131
$2.36M 0.07%
19,758
-613
132
$2.28M 0.07%
23,001
133
$2.13M 0.07%
11,963
+85
134
$2.1M 0.07%
34,348
-133
135
$2.06M 0.06%
20,782
-1,880
136
$2.05M 0.06%
18,640
137
$2.01M 0.06%
36,906
-3,518
138
$1.96M 0.06%
47,336
139
$1.9M 0.06%
3,345
-106
140
$1.85M 0.06%
4,657
+30
141
$1.8M 0.06%
42,856
142
$1.77M 0.06%
11,780
-99
143
$1.76M 0.05%
+42,610
144
$1.73M 0.05%
16,885
-690
145
$1.73M 0.05%
5,926
+1,201
146
$1.7M 0.05%
12,801
-16
147
$1.68M 0.05%
24,368
-3,345
148
$1.58M 0.05%
11,772
-125
149
$1.42M 0.04%
11,178
-10
150
$1.4M 0.04%
4,404
+336
4 5
6
7 8