BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
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
+$21.1M
2
+$14.3M
3
+$12.8M
4
META icon
Meta Platforms (Facebook)
META
+$9.05M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.44M

Top Sells

1
+$9.94M
2
+$7.74M
3
+$6.61M
4
BAX icon
Baxter International
BAX
+$6.44M
5
ADBE icon
Adobe
ADBE
+$6.28M

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
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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