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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.21M 0.04%
28,123
-22,735
152
$1.2M 0.04%
10,400
153
$1.18M 0.04%
6,136
-94
154
$1.16M 0.04%
18,175
-5,060
155
$1.12M 0.04%
5,374
-125
156
$1.12M 0.04%
54,962
157
$1.11M 0.04%
9,735
-1,078
158
$1.08M 0.04%
18,675
+3,237
159
$1.07M 0.04%
20,918
160
$1.04M 0.04%
7,151
-25
161
$1.03M 0.04%
24,370
162
$1.02M 0.04%
+4,491
163
$989K 0.03%
5,839
164
$974K 0.03%
6,131
-175
165
$954K 0.03%
9,861
+145
166
$947K 0.03%
2,750
167
$914K 0.03%
8,300
168
$904K 0.03%
17,709
169
$865K 0.03%
+40,944
170
$833K 0.03%
6,060
-392
171
$815K 0.03%
10,805
172
$803K 0.03%
3,730
173
$799K 0.03%
16,422
174
$778K 0.03%
7,990
175
$776K 0.03%
19,893
-228,331
5 6
7
8 9