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
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

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%
14,866
+1
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%
5,594
+5
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