BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.04%
10,271
-131
152
$1.36M 0.04%
10,278
-21
153
$1.36M 0.04%
11,928
+402
154
$1.31M 0.04%
18,935
155
$1.31M 0.04%
14,851
+21
156
$1.3M 0.04%
+29,477
157
$1.27M 0.04%
5,822
158
$1.26M 0.04%
29,754
+22
159
$1.25M 0.04%
50,339
-5,477
160
$1.24M 0.04%
6,042
161
$1.24M 0.04%
27,397
162
$1.21M 0.04%
15,213
-24
163
$1.18M 0.04%
11,117
-19,586
164
$1.17M 0.04%
8,562
-4,250
165
$1.16M 0.04%
14,447
+1,869
166
$1.15M 0.04%
9,477
167
$1.11M 0.03%
20,494
168
$1.09M 0.03%
10,000
169
$1.07M 0.03%
8,300
170
$1.06M 0.03%
19,010
+3,610
171
$1.06M 0.03%
4,103
+573
172
$1.05M 0.03%
17,709
173
$1.05M 0.03%
5,785
-170
174
$997K 0.03%
20,144
+5,044
175
$977K 0.03%
3,480
+40
5 6
7
8 9