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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$752K 0.03%
17,155
-3,453
177
$720K 0.03%
10,460
-220
178
$717K 0.03%
8,695
179
$686K 0.02%
9,413
-892
180
$679K 0.02%
3,300
181
$662K 0.02%
10,702
182
$660K 0.02%
3,344
-45
183
$627K 0.02%
7,990
184
$619K 0.02%
3,439
185
$618K 0.02%
2,896
186
$615K 0.02%
870
+13
187
$609K 0.02%
5,780
-11
188
$583K 0.02%
13,299
-1,305
189
$567K 0.02%
2,400
190
$563K 0.02%
2,403
+90
191
$558K 0.02%
1,468
192
$553K 0.02%
9,746
193
$543K 0.02%
12,500
194
$529K 0.02%
1,093
195
$517K 0.02%
9,330
196
$516K 0.02%
10,035
-3,595
197
$500K 0.02%
2,014
+40
198
$493K 0.02%
14,221
199
$486K 0.02%
1,140
-175
200
$465K 0.02%
25,156
6 7
8
9 10