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
$2.53B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.7M
3
+$7.18M
4
BLKB icon
Blackbaud
BLKB
+$7.06M
5
GO icon
Grocery Outlet
GO
+$5.88M

Top Sells

1
+$17.9M
2
+$15M
3
+$12.5M
4
BROS icon
Dutch Bros
BROS
+$11.3M
5
VOD icon
Vodafone
VOD
+$7.09M

Sector Composition

1 Technology 25.97%
2 Financials 18.24%
3 Healthcare 14.85%
4 Industrials 8.01%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$576K 0.02%
2,335
-265
152
$533K 0.02%
3,168
-83
153
$532K 0.02%
6,237
+2,305
154
$524K 0.02%
3,419
155
$523K 0.02%
+1,860
156
$512K 0.02%
+4,935
157
$494K 0.02%
2,937
-16
158
$484K 0.02%
14,798
+35
159
$416K 0.02%
4,287
-14
160
$400K 0.02%
4,659
-289
161
$397K 0.02%
6,373
+978
162
$391K 0.02%
+20,955
163
$386K 0.02%
3,998
-47,035
164
$375K 0.01%
2,385
-208
165
$372K 0.01%
+9,524
166
$357K 0.01%
600
167
$350K 0.01%
11,490
-1,287
168
$339K 0.01%
5,733
-1,031
169
$338K 0.01%
1,577
-227
170
$336K 0.01%
3,533
+96
171
$334K 0.01%
2,336
-183
172
$333K 0.01%
936
-38
173
$328K 0.01%
13,765
174
$327K 0.01%
11,120
-5,310
175
$319K 0.01%
562
-103
5 6
7
8 9