BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.44M
3
+$7.44M
4
LW icon
Lamb Weston
LW
+$5.67M
5
CRM icon
Salesforce
CRM
+$4.76M

Top Sells

1
+$8.95M
2
+$6.79M
3
+$6.41M
4
EMBJ
Embraer S.A. ADS
EMBJ
+$4.01M
5
VLO icon
Valero Energy
VLO
+$3.97M

Sector Composition

1 Technology 23.54%
2 Financials 19.78%
3 Healthcare 14.45%
4 Consumer Staples 7.89%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$292K 0.01%
3,852
177
$290K 0.01%
2,974
-200
178
$290K 0.01%
24,592
179
$278K 0.01%
1,164
+6
180
$274K 0.01%
1,428
-618
181
$265K 0.01%
5,118
+310
182
$262K 0.01%
331
183
$256K 0.01%
1,527
+354
184
$254K 0.01%
107
-13
185
$251K 0.01%
1,530
186
$250K 0.01%
2,237
+228
187
$241K 0.01%
913
188
$236K 0.01%
11,622
189
$234K 0.01%
7,895
-35,372
190
$233K 0.01%
169
191
$231K 0.01%
825
192
$216K 0.01%
2,657
-60
193
$214K 0.01%
3,239
194
$209K 0.01%
+2,540
195
$204K 0.01%
3,501
+29
196
$202K 0.01%
3,009
-1,300
197
$202K 0.01%
4,390
198
$51K ﹤0.01%
15,000
199
– –
-3,413
200
– –
-3,846
4 5 6 7
8