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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.2M 0.05%
11,028
-33
152
$1.18M 0.04%
8,809
+501
153
$1.13M 0.04%
8,559
+500
154
$1.12M 0.04%
2,334
-65
155
$1.09M 0.04%
6,243
-20
156
$1.06M 0.04%
7,522
-475
157
$1.05M 0.04%
+20,918
158
$1.04M 0.04%
7,010
159
$1.03M 0.04%
21,853
-1,997
160
$984K 0.04%
9,756
-50
161
$973K 0.04%
4,697
-307
162
$960K 0.04%
15,165
-2,067
163
$956K 0.04%
5,499
-105
164
$949K 0.04%
+1,310
165
$948K 0.04%
+22,320
166
$932K 0.04%
10,680
167
$927K 0.04%
12,487
+945
168
$926K 0.04%
6,191
-32
169
$905K 0.03%
9,520
-1,262
170
$865K 0.03%
5,478
-795
171
$827K 0.03%
1,797
+970
172
$811K 0.03%
17,709
173
$796K 0.03%
8,300
174
$780K 0.03%
27,419
-141,329
175
$772K 0.03%
16,422
5 6
7
8 9