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
$3.08B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$3.85M
4
INTC icon
Intel
INTC
+$3.77M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.58M

Top Sells

1
+$29M
2
+$13.2M
3
+$9.64M
4
VTR icon
Ventas
VTR
+$9.04M
5
WBD icon
Warner Bros
WBD
+$5.53M

Sector Composition

1 Technology 20.45%
2 Financials 14.17%
3 Healthcare 12.4%
4 Consumer Staples 7.61%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.44M 0.05%
4,743
-28
152
$1.44M 0.05%
22,093
+288
153
$1.42M 0.05%
16,944
-336
154
$1.41M 0.05%
+27,397
155
$1.31M 0.04%
15,237
156
$1.31M 0.04%
29,728
+4
157
$1.26M 0.04%
11,178
+430
158
$1.21M 0.04%
4,471
159
$1.21M 0.04%
32,271
-2,490
160
$1.2M 0.04%
18,739
-140,901
161
$1.19M 0.04%
10,475
+1,023
162
$1.11M 0.04%
6,677
+546
163
$1.09M 0.04%
9,502
-359
164
$1.06M 0.03%
6,786
-40
165
$1.03M 0.03%
6,002
+182
166
$1.02M 0.03%
5,684
-155
167
$1.01M 0.03%
17,957
+746
168
$999K 0.03%
1,709
+8
169
$992K 0.03%
8,300
170
$990K 0.03%
2,750
171
$982K 0.03%
5,765
172
$972K 0.03%
8,695
-25
173
$937K 0.03%
7,076
-75
174
$925K 0.03%
17,709
175
$917K 0.03%
15,400
5 6
7
8 9