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
$2.08B
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$21.4M
3
+$11.7M
4
BLK icon
Blackrock
BLK
+$8.87M
5
COLM icon
Columbia Sportswear
COLM
+$5.41M

Top Sells

1
+$24.2M
2
+$20.7M
3
+$11.9M
4
NFLX icon
Netflix
NFLX
+$11.2M
5
T icon
AT&T
T
+$9.82M

Sector Composition

1 Technology 21.68%
2 Healthcare 18.44%
3 Financials 18.15%
4 Industrials 7.95%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-298,950
202
– –
-10,660
203
– –
-1,635
204
– –
-3,657
205
– –
-2,137
206
– –
-603
207
– –
-263,566
5 6 7 8
9