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
$2.91B
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12M
3
+$8.47M
4
DLTR icon
Dollar Tree
DLTR
+$8.16M
5
ADBE icon
Adobe
ADBE
+$7.64M

Top Sells

1
+$14M
2
+$6.23M
3
+$5.93M
4
VTR icon
Ventas
VTR
+$5M
5
HD icon
Home Depot
HD
+$4.95M

Sector Composition

1 Technology 21.18%
2 Financials 13.98%
3 Healthcare 12.65%
4 Consumer Staples 7.74%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.2M 0.04%
10,400
152
$1.19M 0.04%
17,280
-1,840
153
$1.11M 0.04%
54,962
154
$1.1M 0.04%
10,525
-14,005
155
$1.05M 0.04%
9,861
156
$1.04M 0.04%
4,471
-20
157
$1.02M 0.04%
17,211
-1,464
158
$1.01M 0.03%
6,826
159
$989K 0.03%
24,370
160
$987K 0.03%
5,820
+576
161
$982K 0.03%
9,452
-283
162
$959K 0.03%
5,839
163
$934K 0.03%
6,131
164
$933K 0.03%
8,300
165
$900K 0.03%
7,151
166
$890K 0.03%
16,422
167
$886K 0.03%
11,835
+1,030
168
$885K 0.03%
4,860
-1,276
169
$880K 0.03%
15,400
-11,910
170
$865K 0.03%
17,709
171
$852K 0.03%
7,990
172
$814K 0.03%
5,765
173
$798K 0.03%
2,750
174
$795K 0.03%
13,580
+4,250
175
$795K 0.03%
1,701
5 6
7
8 9