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
$2.36B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.65M
3
+$7.38M
4
KMI icon
Kinder Morgan
KMI
+$4.98M
5
VTR icon
Ventas
VTR
+$4.69M

Top Sells

1
+$27.1M
2
+$6.4M
3
+$3.38M
4
POR icon
Portland General Electric
POR
+$2.5M
5
NWL icon
Newell Brands
NWL
+$1.79M

Sector Composition

1 Technology 23.69%
2 Financials 19.78%
3 Healthcare 13.92%
4 Industrials 7.91%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$524K 0.02%
3,419
152
$497K 0.02%
2,503
+116
153
$491K 0.02%
2,124
+165
154
$445K 0.02%
2,936
+16
155
$444K 0.02%
1,174
+64
156
$406K 0.02%
15,412
157
$404K 0.02%
5,015
+289
158
$393K 0.02%
2,046
+217
159
$393K 0.02%
4,414
-376
160
$389K 0.02%
665
+124
161
$389K 0.02%
3,251
+83
162
$389K 0.02%
6,250
163
$372K 0.02%
5,561
164
$371K 0.02%
700
165
$366K 0.02%
2,571
+178
166
$359K 0.02%
6,642
+1,887
167
$358K 0.02%
1,722
+286
168
$353K 0.02%
2,642
+183
169
$350K 0.01%
3,533
+100
170
$322K 0.01%
13,765
171
$320K 0.01%
3,932
+362
172
$313K 0.01%
3,174
+601
173
$307K 0.01%
1,158
+58
174
$306K 0.01%
+15,280
175
$298K 0.01%
3,852
-45
5 6
7
8 9