BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$17.8M
3
+$15M
4
K
Kellanova
K
+$14.1M
5
DOC icon
Healthpeak Properties
DOC
+$12.8M

Top Sells

1
+$24.1M
2
+$15.6M
3
+$14.6M
4
AGN
Allergan plc
AGN
+$12M
5
BG icon
Bunge Global
BG
+$8.89M

Sector Composition

1 Financials 22.27%
2 Technology 17.68%
3 Healthcare 14.83%
4 Consumer Staples 9.67%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$350K 0.01%
5,704
+293
152
$340K 0.01%
1
153
$333K 0.01%
11,400
154
$321K 0.01%
825
-2
155
$317K 0.01%
5,728
+292
156
$314K 0.01%
5,384
157
$306K 0.01%
13,765
158
$304K 0.01%
2,212
+38
159
$295K 0.01%
4,092
-23
160
$291K 0.01%
4,520
161
$276K 0.01%
7,847
-1,147
162
$270K 0.01%
2,630
-80
163
$262K 0.01%
2,840
-20
164
$259K 0.01%
3,039
-800
165
$258K 0.01%
2,009
166
$250K 0.01%
1,265
167
$245K 0.01%
3,326
168
$232K 0.01%
2,606
+100
169
$227K 0.01%
2,404
170
$220K 0.01%
+3,430
171
$216K 0.01%
+1,050
172
$212K 0.01%
3,079
173
– –
-3,687
3 4 5 6
7