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
$2.08B
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$15.5M
3
+$9.4M
4
BLK icon
Blackrock
BLK
+$8.3M
5
COLM icon
Columbia Sportswear
COLM
+$4.85M

Top Sells

1
+$24.1M
2
+$17.3M
3
+$11.2M
4
C icon
Citigroup
C
+$10.9M
5
T icon
AT&T
T
+$10.3M

Sector Composition

1 Technology 21.68%
2 Healthcare 18.44%
3 Financials 18.15%
4 Industrials 7.95%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$290K 0.01%
1,586
+1
177
$286K 0.01%
3,570
-2,667
178
$279K 0.01%
2,063
-128
179
$276K 0.01%
2,575
180
$271K 0.01%
+4,282
181
$260K 0.01%
13,765
182
$234K 0.01%
2,434
183
$228K 0.01%
4,468
-205
184
$228K 0.01%
5,738
+2,151
185
$219K 0.01%
4,012
186
$208K 0.01%
11,622
187
$206K 0.01%
313
188
$205K 0.01%
+3,675
189
$204K 0.01%
1,480
190
$200K 0.01%
547
191
$184K 0.01%
178,875
192
$177K 0.01%
19,507
+4,620
193
$155K 0.01%
24,592
194
– –
-29,895
195
– –
-10,660
196
– –
-1,635
197
– –
-3,657
198
– –
-2,474
199
– –
-263,566
200
– –
-2,005
5 6 7
8
9