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
$1.64B
AUM Growth
-$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$23.5M
3
+$20.8M
4
PARA
Paramount Global Class B
PARA
+$18.8M
5
ACN icon
Accenture
ACN
+$15.8M

Top Sells

1
+$29.2M
2
+$27M
3
+$26.8M
4
NEM icon
Newmont
NEM
+$22.5M
5
KEY icon
KeyCorp
KEY
+$21.8M

Sector Composition

1 Technology 21.26%
2 Financials 18.79%
3 Healthcare 17.57%
4 Consumer Staples 10.34%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-19,064
177
– –
-2,009
178
– –
-16,793
179
– –
-599,145
4 5 6 7
8