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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$756K 0.03%
10,305
+6,775
177
$752K 0.03%
+1,850
178
$748K 0.03%
1,530
+900
179
$733K 0.03%
2,750
180
$705K 0.03%
5,920
-235
181
$691K 0.03%
3,730
182
$678K 0.03%
+11,799
183
$671K 0.03%
3,764
-2,915
184
$660K 0.03%
11,196
185
$659K 0.02%
15,850
-2,837
186
$653K 0.02%
3,300
187
$642K 0.02%
9,960
188
$638K 0.02%
4,994
+1,928
189
$630K 0.02%
39,515
-985
190
$627K 0.02%
8,335
191
$625K 0.02%
13,580
-2,947
192
$625K 0.02%
+4,100
193
$607K 0.02%
8,695
194
$604K 0.02%
1,818
195
$604K 0.02%
14,144
-139
196
$577K 0.02%
28,706
-12,275
197
$576K 0.02%
3,344
198
$570K 0.02%
2,864
+186
199
$569K 0.02%
3,439
200
$546K 0.02%
1,233
6 7
8
9 10