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
$1.64B
AUM Growth
-$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$20M
3
+$16.2M
4
UL icon
Unilever
UL
+$13.8M
5
ACN icon
Accenture
ACN
+$13.4M

Top Sells

1
+$30.3M
2
+$25.2M
3
+$23.2M
4
NEM icon
Newmont
NEM
+$22.6M
5
MSFT icon
Microsoft
MSFT
+$18M

Sector Composition

1 Technology 21.26%
2 Financials 18.79%
3 Healthcare 17.57%
4 Consumer Staples 10.34%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$279K 0.02%
822
-3
152
$274K 0.02%
11,400
153
$273K 0.02%
2,136
-76
154
$272K 0.02%
1
155
$262K 0.02%
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156
$250K 0.02%
2,514
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157
$249K 0.02%
5,868
158
$248K 0.02%
5,603
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159
$236K 0.01%
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-25
160
$228K 0.01%
5,384
161
$225K 0.01%
4,092
162
$221K 0.01%
3,007
163
$209K 0.01%
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164
$205K 0.01%
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165
$202K 0.01%
3,266
-60
166
$201K 0.01%
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-100
167
$148K 0.01%
11,450
-4,145
168
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169
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170
– –
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171
– –
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172
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173
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-2,630
174
– –
-27,965
175
– –
-1,050
4 5 6
7
8