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
$2.52B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.49M
3
+$3.51M
4
COLM icon
Columbia Sportswear
COLM
+$2.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.67M

Top Sells

1
+$17M
2
+$10.1M
3
+$7.87M
4
BLKB icon
Blackbaud
BLKB
+$4.96M
5
EW icon
Edwards Lifesciences
EW
+$2.43M

Sector Composition

1 Technology 19.98%
2 Healthcare 14.82%
3 Financials 13.23%
4 Industrials 7.15%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$451K 0.02%
24,575
-4,131
202
$437K 0.02%
14,221
203
$427K 0.02%
25,156
204
$418K 0.02%
4,455
+37
205
$415K 0.02%
4,785
-4,735
206
$414K 0.02%
5,144
+107
207
$387K 0.02%
2,550
-20
208
$385K 0.02%
3,407
+167
209
$378K 0.02%
6,515
+195
210
$377K 0.01%
2,462
+12
211
$376K 0.01%
4,228
-557
212
$372K 0.01%
9,799
213
$371K 0.01%
3,310
-278
214
$363K 0.01%
4,115
+239
215
$359K 0.01%
4,785
216
$358K 0.01%
42,560
217
$346K 0.01%
3,346
+422
218
$333K 0.01%
2,095
-203
219
$333K 0.01%
108
+6
220
$328K 0.01%
7,049
221
$314K 0.01%
13,500
-13,919
222
$312K 0.01%
3,669
+33
223
$308K 0.01%
1,477
+298
224
$308K 0.01%
20,475
-19,040
225
$303K 0.01%
24,367
-1,371,341
7 8
9
10 11