BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$16.6M
3
+$15.9M
4
NFLX icon
Netflix
NFLX
+$11.2M
5
MDT icon
Medtronic
MDT
+$9.43M

Top Sells

1
+$28.6M
2
+$26.2M
3
+$6.55M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$6.39M
5
ACN icon
Accenture
ACN
+$4.75M

Sector Composition

1 Technology 22.52%
2 Financials 19.37%
3 Healthcare 15.6%
4 Industrials 7.91%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$575K 0.02%
2,833
+20
152
$575K 0.02%
3,051
-2
153
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3,168
154
$506K 0.02%
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155
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156
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6,237
157
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6,367
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158
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+178,875
159
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160
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162
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163
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164
$393K 0.02%
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165
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+6,250
166
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10,223
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167
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170
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172
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173
$302K 0.01%
13,765
174
$301K 0.01%
3,658
-194
175
$296K 0.01%
2,072
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7
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