BCM

Becker Capital Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$18M
3
+$11.2M
4
CAKE icon
Cheesecake Factory
CAKE
+$9.28M
5
GE icon
GE Aerospace
GE
+$8.8M

Top Sells

1
+$33.1M
2
+$24.3M
3
+$16.6M
4
WMT icon
Walmart
WMT
+$16.4M
5
QCOM icon
Qualcomm
QCOM
+$13.8M

Sector Composition

1 Financials 22.49%
2 Technology 18.14%
3 Healthcare 12.97%
4 Consumer Staples 9.41%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$228K 0.01%
710
-7
152
$228K 0.01%
5,000
153
$227K 0.01%
+5,216
154
$226K 0.01%
2,671
-3,505
155
$226K 0.01%
13,765
156
$223K 0.01%
3,078
-357
157
$222K 0.01%
+1,949
158
$221K 0.01%
10,094
-1,231
159
$221K 0.01%
4,793
-861
160
$213K 0.01%
+2,983
161
$207K 0.01%
+3,243
162
$206K 0.01%
+1,431
163
$206K 0.01%
+3,032
164
$205K 0.01%
+3,800
165
$204K 0.01%
2,855
-1,490
166
– –
-13,875
167
– –
-556,905
168
– –
-8,089
3 4 5 6
7