BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$657K 0.02%
22,713
+31
202
$654K 0.02%
1,225
203
$646K 0.02%
16,258
-1,927
204
$629K 0.02%
5,598
205
$625K 0.02%
2,183
206
$606K 0.02%
1,079
-49
207
$593K 0.02%
2,315
-50
208
$592K 0.02%
2,165
209
$581K 0.02%
88,062
210
$560K 0.02%
8,253
-110
211
$551K 0.02%
14,277
-5,829
212
$545K 0.02%
24,646
213
$541K 0.02%
2,903
214
$516K 0.02%
3,309
-55
215
$505K 0.02%
955
+143
216
$505K 0.02%
6,656
-176
217
$498K 0.02%
5,260
-141
218
$490K 0.02%
11,912
-682
219
$482K 0.02%
1,717
-35
220
$479K 0.01%
4,589
-30,642
221
$479K 0.01%
2,609
222
$479K 0.01%
6,584
-1,353
223
$472K 0.01%
7,049
224
$463K 0.01%
80
225
$460K 0.01%
4,661
-581
7 8
9
10 11