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
$2.7B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.1M
3
+$11.4M
4
AGN
Allergan plc
AGN
+$11.3M
5
CAT icon
Caterpillar
CAT
+$10.9M

Top Sells

1
+$33.6M
2
+$31.6M
3
+$15.2M
4
WMT icon
Walmart
WMT
+$14.9M
5
Y
Alleghany Corp
Y
+$13.7M

Sector Composition

1 Financials 20.37%
2 Technology 18.09%
3 Healthcare 14.94%
4 Consumer Staples 8.58%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$407K 0.02%
25,200
152
$406K 0.02%
7,000
153
$402K 0.01%
+23,796
154
$384K 0.01%
4,726
+150
155
$376K 0.01%
7,888
156
$368K 0.01%
2,305
+665
157
$364K 0.01%
2,596
+23
158
$358K 0.01%
6,061
+1,818
159
$353K 0.01%
+3,158
160
$347K 0.01%
1,000
+2
161
$344K 0.01%
2,509
-650
162
$337K 0.01%
27,764
+2,097
163
$336K 0.01%
6,493
-1,000
164
$329K 0.01%
3,270
+270
165
$328K 0.01%
3,760
-910
166
$325K 0.01%
11,769
+3,033
167
$311K 0.01%
2,514
+28
168
$302K 0.01%
2,500
169
$301K 0.01%
+1
170
$300K 0.01%
2,789
+432
171
$299K 0.01%
5,813
172
$297K 0.01%
+3,007
173
$296K 0.01%
8,125
174
$294K 0.01%
5,085
+585
175
$279K 0.01%
4,864
-1,500
4 5 6
7
8