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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$774K 0.03%
1,701
177
$773K 0.03%
10,060
-400
178
$747K 0.03%
8,695
179
$745K 0.03%
5,244
180
$731K 0.03%
11,850
+6,190
181
$724K 0.02%
5,765
-15
182
$679K 0.02%
1,345
183
$678K 0.02%
10,702
184
$675K 0.02%
3,768
-9,181
185
$667K 0.02%
9,746
186
$663K 0.02%
870
187
$663K 0.02%
9,413
188
$662K 0.02%
2,896
189
$660K 0.02%
3,439
190
$631K 0.02%
9,979
-56
191
$608K 0.02%
14,285
-2,870
192
$606K 0.02%
1,383
-85
193
$603K 0.02%
2,403
194
$603K 0.02%
2,365
-35
195
$597K 0.02%
+5,645
196
$577K 0.02%
13,299
197
$573K 0.02%
1,093
198
$567K 0.02%
9,330
199
$566K 0.02%
3,344
200
$555K 0.02%
4,706
-39,454
6 7
8
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