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
$2.02B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$9.47M
3
+$7.84M
4
ICE icon
Intercontinental Exchange
ICE
+$3.65M
5
VOD icon
Vodafone
VOD
+$2.06M

Top Sells

1
+$18M
2
+$10.8M
3
+$7.18M
4
T icon
AT&T
T
+$6.38M
5
AGR
Avangrid, Inc.
AGR
+$4.87M

Sector Composition

1 Technology 25.64%
2 Financials 18.52%
3 Healthcare 15.92%
4 Consumer Staples 8.51%
5 Communication Services 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$210K 0.01%
+1,928
177
$208K 0.01%
2,495
178
$202K 0.01%
4,390
-413
179
$201K 0.01%
+5,337
180
$201K 0.01%
+2,950
181
$84K ﹤0.01%
12,202
182
– –
-1,905
183
– –
-8,372
184
– –
-3,686
185
– –
-44,944
4 5 6 7
8