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
$2.02B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.92M
3
+$9.77M
4
ICE icon
Intercontinental Exchange
ICE
+$4.05M
5
BX icon
Blackstone
BX
+$2.27M

Top Sells

1
+$18.9M
2
+$12.1M
3
+$7.86M
4
T icon
AT&T
T
+$6.42M
5
AGR
Avangrid, Inc.
AGR
+$4.5M

Sector Composition

1 Technology 25.64%
2 Financials 18.52%
3 Healthcare 15.92%
4 Consumer Staples 8.51%
5 Communication Services 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$379K 0.02%
4,726
-60
152
$379K 0.02%
2,920
+250
153
$358K 0.02%
+1,521
154
$348K 0.02%
1
155
$335K 0.02%
6,115
-129
156
$332K 0.02%
2,459
+92
157
$327K 0.02%
10,823
-892
158
$316K 0.02%
3,168
+521
159
$308K 0.02%
4,961
+1,575
160
$308K 0.02%
3,604
+618
161
$302K 0.01%
13,765
162
$300K 0.01%
1,829
+7
163
$284K 0.01%
3,433
-360
164
$276K 0.01%
3,897
165
$271K 0.01%
541
+8
166
$269K 0.01%
+700
167
$261K 0.01%
1,100
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168
$244K 0.01%
4,717
-667
169
$240K 0.01%
1,819
-390
170
$237K 0.01%
2,739
-200
171
$234K 0.01%
+105
172
$233K 0.01%
+1,386
173
$230K 0.01%
+4,722
174
$224K 0.01%
313
-7
175
$216K 0.01%
+2,800
4 5 6
7
8