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
$2.44B
AUM Growth
-$123K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$31.3M
3
+$20.2M
4
TGI
Triumph Group
TGI
+$18.4M
5
AAPL icon
Apple
AAPL
+$18.2M

Top Sells

1
+$36.2M
2
+$27.7M
3
+$25.1M
4
DVN icon
Devon Energy
DVN
+$15.5M
5
LUV icon
Southwest Airlines
LUV
+$14.4M

Sector Composition

1 Technology 18.95%
2 Financials 16.79%
3 Industrials 15.06%
4 Energy 11.75%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.5M 2.68%
1,596,785
-12,797
2
$51.9M 2.13%
854,485
+458
3
$50.2M 2.06%
926,208
+3,137
4
$50.1M 2.06%
668,727
-18,826
5
$49.5M 2.03%
676,893
-4,090
6
$49M 2.01%
1,897,533
-157,411
7
$47.2M 1.94%
380,810
-1,918
8
$47.1M 1.93%
3,692,857
-45
9
$46.5M 1.91%
409,669
-14,284
10
$45.7M 1.88%
525,703
-10,287
11
$45.7M 1.88%
598,266
-24,616
12
$42.1M 1.73%
1,879,635
-876
13
$41M 1.68%
881,491
-4,774
14
$40.7M 1.67%
578,835
-6,304
15
$40.3M 1.65%
813,000
+47,090
16
$39.4M 1.62%
561,796
+20,817
17
$37.9M 1.55%
669,229
+1,473
18
$37.5M 1.54%
1,589,950
-610,903
19
$37.5M 1.54%
755,270
-10,614
20
$37.3M 1.53%
274,034
-554
21
$37.2M 1.53%
1,786,216
-89,444
22
$37M 1.52%
209,662
-40,867
23
$36.9M 1.52%
531,027
+5,734
24
$36.6M 1.5%
1,437,921
+121,971
25
$36.5M 1.5%
840,925
+574
1
2 3 4 5