BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$960K 0.03%
2,750
177
$943K 0.03%
16,422
178
$940K 0.03%
4,570
-50
179
$919K 0.03%
5,010
-14
180
$917K 0.03%
8,695
181
$901K 0.03%
14,261
-563
182
$845K 0.03%
13,630
-205
183
$844K 0.03%
4,029
-2
184
$824K 0.03%
8,446
-30
185
$824K 0.03%
5,221
-36
186
$798K 0.02%
4,826
-20,336
187
$792K 0.02%
1,709
188
$784K 0.02%
3,296
-18
189
$776K 0.02%
11,351
-913
190
$761K 0.02%
2,456
191
$758K 0.02%
10,000
192
$753K 0.02%
9,735
-1,095
193
$742K 0.02%
1,118
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194
$741K 0.02%
2,689
195
$739K 0.02%
5,546
+1,387
196
$729K 0.02%
6,579
-2,620
197
$719K 0.02%
7,976
-850
198
$717K 0.02%
5,820
-366
199
$689K 0.02%
3,515
+15
200
$661K 0.02%
2,172
6 7
8
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