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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.19M 0.04%
10,813
+34
152
$1.19M 0.04%
2,334
153
$1.14M 0.04%
54,962
154
$1.12M 0.04%
34,931
155
$1.11M 0.04%
22,320
-482
156
$1.07M 0.04%
7,176
+166
157
$1.07M 0.04%
20,918
158
$1.07M 0.04%
4,739
+21
159
$1.06M 0.04%
5,499
160
$1.04M 0.04%
24,370
161
$981K 0.04%
9,716
-40
162
$980K 0.04%
6,306
-680
163
$972K 0.04%
6,826
+115
164
$921K 0.03%
5,839
-352
165
$905K 0.03%
2,750
166
$845K 0.03%
8,300
167
$840K 0.03%
17,709
168
$829K 0.03%
6,452
-979
169
$825K 0.03%
10,805
+2,245
170
$805K 0.03%
3,730
171
$802K 0.03%
1,345
-58
172
$773K 0.03%
5,244
-70
173
$771K 0.03%
1,701
+2
174
$760K 0.03%
15,438
+260
175
$756K 0.03%
16,422
5 6
7
8 9