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
$1.77B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.9M
3
+$18.7M
4
MDT icon
Medtronic
MDT
+$18.2M
5
BLK icon
Blackrock
BLK
+$15.5M

Top Sells

1
+$28.9M
2
+$20.9M
3
+$20.1M
4
LUV icon
Southwest Airlines
LUV
+$19.5M
5
BWA icon
BorgWarner
BWA
+$14.4M

Sector Composition

1 Technology 23.7%
2 Healthcare 17.71%
3 Financials 17.7%
4 Consumer Staples 9.5%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-12,644
177
– –
-3,266
178
– –
-11,450
179
– –
-2,514
180
– –
-10,334
181
– –
-19,677
182
– –
-153,260
4 5 6 7
8