BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.91B
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12M
3
+$8.47M
4
DLTR icon
Dollar Tree
DLTR
+$8.16M
5
ADBE icon
Adobe
ADBE
+$7.64M

Top Sells

1
+$14M
2
+$6.23M
3
+$5.93M
4
VTR icon
Ventas
VTR
+$5M
5
HD icon
Home Depot
HD
+$4.95M

Sector Composition

1 Technology 21.18%
2 Financials 13.98%
3 Healthcare 12.65%
4 Consumer Staples 7.74%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$779K 0.03%
8,720
+25
177
$748K 0.03%
5,467
-593
178
$744K 0.03%
11,601
-249
179
$735K 0.03%
18,182
-9,941
180
$727K 0.02%
4,620
+270
181
$725K 0.02%
3,314
+418
182
$709K 0.02%
10,000
-60
183
$694K 0.02%
3,977
+209
184
$672K 0.02%
5,106
+400
185
$665K 0.02%
9,746
186
$643K 0.02%
10,437
-265
187
$631K 0.02%
3,439
188
$625K 0.02%
40,944
189
$614K 0.02%
6,283
+638
190
$613K 0.02%
9,313
-100
191
$613K 0.02%
9,659
-320
192
$602K 0.02%
1,043
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193
$580K 0.02%
3,344
194
$579K 0.02%
2,410
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195
$573K 0.02%
13,090
-1,195
196
$567K 0.02%
+10,716
197
$553K 0.02%
1,295
-88
198
$547K 0.02%
2,183
+703
199
$538K 0.02%
12,500
200
$529K 0.02%
2,689
-1,041
6 7
8
9 10