BCM

Becker Capital Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.7B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.1M
3
+$11.4M
4
AGN
Allergan plc
AGN
+$11.3M
5
CAT icon
Caterpillar
CAT
+$10.9M

Top Sells

1
+$33.6M
2
+$31.6M
3
+$15.2M
4
WMT icon
Walmart
WMT
+$14.9M
5
Y
Alleghany Corp
Y
+$13.7M

Sector Composition

1 Financials 20.37%
2 Technology 18.09%
3 Healthcare 14.94%
4 Consumer Staples 8.58%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$275K 0.01%
6,387
-401
177
$274K 0.01%
+5,498
178
$272K 0.01%
3,839
179
$261K 0.01%
5,569
-30
180
$248K 0.01%
+827
181
$246K 0.01%
13,765
182
$234K 0.01%
2,204
183
$218K 0.01%
+3,326
184
$204K 0.01%
+1,275
185
$204K 0.01%
+11,400
186
$203K 0.01%
+3,124
187
$201K 0.01%
+2,404
188
$140K 0.01%
2,820
-4,733
189
– –
-7,151
190
– –
-32,430
191
– –
-3,000
192
– –
-3,820
193
– –
-566,865
4 5 6 7
8