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

Top Buys

1 +$23.7M
2 +$20.8M
3 +$19.6M
4
MDT icon
Medtronic
MDT
+$17.4M
5
BLK icon
Blackrock
BLK
+$16.7M

Top Sells

1 +$28.9M
2 +$20.1M
3 +$19.6M
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