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
$2.48B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$16.6M
3
+$15.9M
4
NFLX icon
Netflix
NFLX
+$11.2M
5
MDT icon
Medtronic
MDT
+$9.43M

Top Sells

1
+$28.6M
2
+$26.2M
3
+$6.55M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$6.39M
5
ACN icon
Accenture
ACN
+$4.75M

Sector Composition

1 Technology 22.52%
2 Financials 19.37%
3 Healthcare 15.6%
4 Industrials 7.91%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$171K 0.01%
24,592
202
– –
-3,998
203
– –
-151
204
– –
-4,440
205
– –
-20,955
206
– –
-2,516
207
– –
-777
208
– –
-2,950
209
– –
-147,212
5 6 7 8
9