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
$3.08B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$3.85M
4
INTC icon
Intel
INTC
+$3.77M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.58M

Top Sells

1
+$29M
2
+$13.2M
3
+$9.64M
4
VTR icon
Ventas
VTR
+$9.04M
5
WBD icon
Warner Bros
WBD
+$5.53M

Sector Composition

1 Technology 20.45%
2 Financials 14.17%
3 Healthcare 12.4%
4 Consumer Staples 7.61%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$885K 0.03%
5,511
+44
177
$885K 0.03%
16,422
178
$877K 0.03%
11,190
-645
179
$846K 0.03%
13,580
180
$839K 0.03%
11,601
181
$823K 0.03%
10,000
182
$817K 0.03%
4,570
-50
183
$806K 0.03%
17,818
-364
184
$788K 0.03%
3,314
185
$759K 0.02%
40,944
186
$758K 0.02%
1,291
+248
187
$745K 0.02%
6,283
188
$721K 0.02%
9,746
189
$715K 0.02%
10,568
+131
190
$704K 0.02%
9,489
+176
191
$703K 0.02%
3,500
+61
192
$693K 0.02%
6,681
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193
$674K 0.02%
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194
$668K 0.02%
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-7
195
$667K 0.02%
3,533
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196
$647K 0.02%
3,309
-35
197
$635K 0.02%
13,114
+24
198
$628K 0.02%
4,130
-730
199
$612K 0.02%
16,451
200
$608K 0.02%
1,295
6 7
8
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