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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$648K 0.03%
14,604
-1,246
177
$640K 0.03%
3,300
178
$630K 0.03%
3,676
-88
179
$623K 0.02%
5,314
+320
180
$620K 0.02%
15,178
+1,034
181
$619K 0.02%
8,560
+225
182
$613K 0.02%
5,791
-129
183
$604K 0.02%
10,702
-494
184
$590K 0.02%
3,389
+45
185
$561K 0.02%
13,630
+50
186
$559K 0.02%
2,313
187
$548K 0.02%
3,439
188
$548K 0.02%
2,896
+32
189
$521K 0.02%
1,315
+251
190
$502K 0.02%
7,990
-1,970
191
$499K 0.02%
9,746
192
$497K 0.02%
12,500
193
$497K 0.02%
7,800
194
$494K 0.02%
1,974
+65
195
$484K 0.02%
1,468
-350
196
$479K 0.02%
857
-63
197
$473K 0.02%
2,400
198
$467K 0.02%
9,330
199
$454K 0.02%
1,093
-140
200
$452K 0.02%
3,683
6 7
8
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