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
$2.36B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$8.08M
3 +$7.17M
4
KMI icon
Kinder Morgan
KMI
+$4.87M
5
VTR icon
Ventas
VTR
+$4.59M

Top Sells

1 +$27.1M
2 +$6.82M
3 +$3.58M
4
POR icon
Portland General Electric
POR
+$2.67M
5
NWL icon
Newell Brands
NWL
+$1.79M

Sector Composition

1 Technology 23.69%
2 Financials 19.78%
3 Healthcare 13.92%
4 Industrials 7.91%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,800