BCM

Becker Capital Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$544K 0.02%
2,400
+300
202
$528K 0.02%
12,500
203
$517K 0.02%
+920
204
$511K 0.02%
2,313
+250
205
$511K 0.02%
7,800
206
$510K 0.02%
9,746
207
$500K 0.02%
1,909
+177
208
$488K 0.02%
9,330
209
$485K 0.02%
14,221
210
$464K 0.02%
3,683
+267
211
$448K 0.02%
25,156
212
$446K 0.02%
2,570
213
$444K 0.02%
5,037
214
$440K 0.02%
3,588
+475
215
$437K 0.02%
4,418
-25
216
$418K 0.02%
1,064
-60
217
$414K 0.02%
2,298
+177
218
$409K 0.02%
3,240
-70
219
$406K 0.02%
4,785
-190
220
$404K 0.02%
6,320
-911
221
$391K 0.01%
1,568
-442
222
$388K 0.01%
9,799
223
$383K 0.01%
6,307
+900
224
$380K 0.01%
5,636
-78,258
225
$380K 0.01%
42,560
7 8
9
10 11