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
$2.77B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$8.25M
3
+$5.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.42M
5
GLD icon
SPDR Gold Trust
GLD
+$3.83M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$5.39M
4
PYPL icon
PayPal
PYPL
+$4.92M
5
AAPL icon
Apple
AAPL
+$4.7M

Sector Composition

1 Technology 20.34%
2 Healthcare 13.94%
3 Financials 13.89%
4 Industrials 6.95%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$461K 0.02%
3,457
+147
202
$456K 0.02%
42,560
203
$450K 0.02%
2,903
-780
204
$430K 0.02%
3,240
-167
205
$418K 0.02%
5,598
-2,202
206
$414K 0.01%
4,416
+188
207
$408K 0.01%
4,278
-177
208
$404K 0.01%
4,785
209
$394K 0.01%
9,799
210
$390K 0.01%
12,309
-1,191
211
$387K 0.01%
3,800
-315
212
$386K 0.01%
4,587
-557
213
$380K 0.01%
107
-1
214
$375K 0.01%
2,198
+103
215
$373K 0.01%
3,338
-8
216
$370K 0.01%
+6,386
217
$365K 0.01%
7,049
218
$353K 0.01%
2,451
-11
219
$344K 0.01%
1,477
220
$334K 0.01%
5,660
+411
221
$333K 0.01%
6,955
222
$332K 0.01%
19,790
-685
223
$328K 0.01%
3,254
224
$324K 0.01%
3,669
225
$315K 0.01%
6,137
-378
7 8
9
10 11