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
$2.57B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$29.1M
3
+$24M
4
VMI icon
Valmont Industries
VMI
+$20.3M
5
MEOH icon
Methanex
MEOH
+$15.9M

Top Sells

1
+$38.3M
2
+$14.3M
3
+$14.2M
4
WBA
Walgreens Boots Alliance
WBA
+$12.9M
5
TWI icon
Titan International
TWI
+$8.7M

Sector Composition

1 Financials 21.46%
2 Technology 16.8%
3 Industrials 16.06%
4 Healthcare 9.78%
5 Energy 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-735,839
152
– –
-5,000
153
– –
-1,866,112
154
– –
-5,400
155
– –
-1,000
156
– –
-4,469
157
– –
-20,000
3 4 5 6
7