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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.06M 0.04%
34,931
-37,078
152
$1.04M 0.04%
10,779
-249
153
$1.04M 0.04%
20,918
154
$994K 0.04%
9,756
155
$976K 0.04%
54,962
-9,486
156
$960K 0.04%
22,802
+482
157
$953K 0.04%
6,986
-536
158
$949K 0.04%
24,370
-20,794
159
$910K 0.04%
7,010
160
$901K 0.04%
5,499
161
$896K 0.04%
6,008
-235
162
$877K 0.03%
6,191
163
$844K 0.03%
20,608
-1,245
164
$818K 0.03%
7,431
-92,048
165
$808K 0.03%
10,680
166
$767K 0.03%
8,300
167
$754K 0.03%
2,750
168
$748K 0.03%
17,709
169
$747K 0.03%
3,730
170
$742K 0.03%
6,711
-1,848
171
$732K 0.03%
16,422
172
$720K 0.03%
10,305
173
$715K 0.03%
1,403
-127
174
$695K 0.03%
1,699
-98
175
$667K 0.03%
8,695
5 6
7
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