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
$1.9B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.21M
3
+$2.94M
4
SNY icon
Sanofi
SNY
+$2.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.24M

Top Sells

1
+$7.78M
2
+$6.36M
3
+$4.98M
4
AZN icon
AstraZeneca
AZN
+$3.85M
5
T icon
AT&T
T
+$3.27M

Sector Composition

1 Technology 20.93%
2 Financials 19.1%
3 Healthcare 18.51%
4 Industrials 8.37%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$243K 0.01%
1,506
-80
177
$241K 0.01%
4,282
178
$240K 0.01%
2,575
179
$232K 0.01%
2,063
180
$228K 0.01%
3,675
181
$223K 0.01%
2,584
+150
182
$221K 0.01%
5,738
183
$215K 0.01%
+17,750
184
$212K 0.01%
4,468
185
$210K 0.01%
8,960
-724
186
$196K 0.01%
11,622
187
$188K 0.01%
178,875
188
$187K 0.01%
49,898
189
$159K 0.01%
19,507
190
$130K 0.01%
24,592
191
$96K 0.01%
11,313
-31,480
192
– –
-547
193
– –
-313
194
– –
-12,590
195
– –
-4,012
4 5 6 7
8