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
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$873K 0.03%
3,440
177
$867K 0.03%
5,024
-235
178
$829K 0.03%
10,830
179
$823K 0.03%
10,000
180
$814K 0.03%
5,822
+57
181
$807K 0.03%
13,835
+255
182
$794K 0.03%
5,257
-729
183
$780K 0.03%
16,422
184
$763K 0.03%
1,709
185
$757K 0.03%
12,264
186
$754K 0.02%
2,456
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187
$743K 0.02%
15,100
-858
188
$736K 0.02%
924
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189
$735K 0.02%
3,314
190
$713K 0.02%
2,689
191
$708K 0.02%
3,530
-3
192
$688K 0.02%
4,031
-106
193
$683K 0.02%
20,106
-4,502
194
$681K 0.02%
18,185
-11,086
195
$652K 0.02%
3,500
196
$641K 0.02%
22,682
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197
$618K 0.02%
1,128
-51
198
$618K 0.02%
8,476
+196
199
$616K 0.02%
2,165
200
$616K 0.02%
8,826
-1,280
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