BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$14.3M
3
+$12.8M
4
META icon
Meta Platforms (Facebook)
META
+$9.05M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.44M

Top Sells

1
+$9.94M
2
+$7.74M
3
+$6.61M
4
BAX icon
Baxter International
BAX
+$6.44M
5
ADBE icon
Adobe
ADBE
+$6.28M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.48M 0.05%
4,725
-18
152
$1.39M 0.05%
29,732
+2
153
$1.38M 0.05%
10,402
+2
154
$1.35M 0.04%
+14,830
155
$1.34M 0.04%
18,935
-40
156
$1.29M 0.04%
27,397
157
$1.26M 0.04%
11,526
+2,963
158
$1.16M 0.04%
11,188
+10
159
$1.08M 0.04%
12,812
-1,390
160
$1.07M 0.04%
15,237
161
$1.06M 0.04%
+20,494
162
$1.06M 0.03%
9,477
163
$1.05M 0.03%
4,068
-923
164
$1.03M 0.03%
1,908
+681
165
$1.03M 0.03%
5,955
+271
166
$1.03M 0.03%
6,042
167
$1.03M 0.03%
9,199
-2,130
168
$1.02M 0.03%
14,824
-1,466
169
$1.01M 0.03%
2,750
170
$983K 0.03%
15,400
171
$967K 0.03%
8,695
172
$966K 0.03%
8,300
173
$943K 0.03%
17,709
174
$928K 0.03%
+10,000
175
$903K 0.03%
12,578
+51
5 6
7
8 9