BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$593K 0.02%
1,225
-45
202
$588K 0.02%
+2,172
203
$571K 0.02%
8,363
-896
204
$568K 0.02%
12,594
-385
205
$561K 0.02%
2,183
206
$560K 0.02%
2,365
207
$554K 0.02%
3,364
+55
208
$547K 0.02%
5,242
-1,488
209
$538K 0.02%
6,186
-495
210
$536K 0.02%
4,159
+455
211
$520K 0.02%
6,832
-663
212
$510K 0.02%
2,903
213
$508K 0.02%
5,598
214
$504K 0.02%
7,937
-429
215
$498K 0.02%
5,401
+616
216
$491K 0.02%
13,299
217
$488K 0.02%
24,646
218
$453K 0.01%
1,752
+209
219
$433K 0.01%
3,556
220
$426K 0.01%
7,049
221
$422K 0.01%
6,912
222
$418K 0.01%
2,609
-48
223
$408K 0.01%
13,852
224
$395K 0.01%
5,562
-325
225
$383K 0.01%
1,923
7 8
9
10 11