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
$2.91B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$8.03M
3
+$7.19M
4
NXT icon
Nextracker
NXT
+$6.8M
5
DEO icon
Diageo
DEO
+$6.58M

Top Sells

1
+$28.4M
2
+$13.5M
3
+$9.16M
4
IP icon
International Paper
IP
+$8.91M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.86M

Sector Composition

1 Technology 19.95%
2 Financials 14.59%
3 Healthcare 13.53%
4 Consumer Staples 7.5%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$549K 0.02%
1,140
202
$548K 0.02%
2,165
-1,135
203
$535K 0.02%
12,500
204
$532K 0.02%
3,800
205
$519K 0.02%
13,996
-225
206
$491K 0.02%
25,156
207
$482K 0.02%
5,598
208
$469K 0.02%
2,903
209
$450K 0.02%
3,457
210
$448K 0.02%
4,416
211
$433K 0.01%
4,785
212
$404K 0.01%
3,338
213
$403K 0.01%
3,254
214
$402K 0.01%
7,049
215
$379K 0.01%
16,451
216
$374K 0.01%
2,451
217
$370K 0.01%
102
-5
218
$366K 0.01%
11,102
-1,207
219
$364K 0.01%
1,458
-19
220
$359K 0.01%
2,058
-140
221
$355K 0.01%
+1,480
222
$344K 0.01%
19,532
-258
223
$341K 0.01%
+11,752
224
$333K 0.01%
3,669
225
$330K 0.01%
6,087
-50
7 8
9
10 11