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
$2.37B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.44M
3
+$7.44M
4
LW icon
Lamb Weston
LW
+$5.67M
5
CRM icon
Salesforce
CRM
+$4.76M

Top Sells

1
+$8.95M
2
+$6.79M
3
+$6.41M
4
ERJ icon
Embraer
ERJ
+$4.01M
5
VLO icon
Valero Energy
VLO
+$3.97M

Sector Composition

1 Technology 23.54%
2 Financials 19.78%
3 Healthcare 14.45%
4 Consumer Staples 7.89%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$583K 0.02%
19,602
-168
152
$563K 0.02%
2,917
+5
153
$561K 0.02%
14,763
-918
154
$530K 0.02%
2,197
+73
155
$525K 0.02%
3,419
156
$520K 0.02%
2,600
+97
157
$445K 0.02%
2,953
+17
158
$419K 0.02%
12,777
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159
$408K 0.02%
3,251
160
$398K 0.02%
4,948
-67
161
$385K 0.02%
6,250
162
$383K 0.02%
665
163
$379K 0.02%
4,301
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164
$371K 0.02%
15,412
165
$355K 0.02%
6,764
+122
166
$340K 0.01%
16,430
+1,150
167
$336K 0.01%
974
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168
$334K 0.01%
2,593
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169
$334K 0.01%
2,519
-123
170
$329K 0.01%
1,804
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171
$326K 0.01%
3,437
-96
172
$319K 0.01%
5,395
-166
173
$309K 0.01%
600
-100
174
$298K 0.01%
13,765
175
$297K 0.01%
3,932
4 5 6
7
8