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
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$41.9M
3
+$25.1M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$17.7M
5
MCD icon
McDonald's
MCD
+$14.8M

Top Sells

1
+$37.5M
2
+$33.7M
3
+$26.7M
4
ATI icon
ATI
ATI
+$21.8M
5
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$17.5M

Sector Composition

1 Technology 20.71%
2 Financials 19.01%
3 Industrials 14.44%
4 Energy 12.73%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.5M 2.6%
1,522,688
-74,097
2
$54M 2.21%
655,718
-21,175
3
$53M 2.17%
919,678
+65,193
4
$52.6M 2.15%
648,922
-19,805
5
$51.9M 2.12%
940,476
+14,268
6
$49.9M 2.04%
587,366
-10,900
7
$49.2M 2.01%
2,118,524
+462,380
8
$48.7M 1.99%
1,577,513
-320,020
9
$48.5M 1.98%
385,103
+4,293
10
$48.4M 1.98%
564,165
-14,670
11
$47.5M 1.94%
+1,805,033
12
$46.8M 1.91%
3,781,404
+88,547
13
$45.3M 1.85%
509,113
-16,590
14
$44.3M 1.81%
369,944
-39,725
15
$43.8M 1.79%
763,798
+308,598
16
$42.9M 1.75%
520,840
-40,956
17
$41.9M 1.71%
+95,601
18
$41.8M 1.71%
800,407
-12,593
19
$40.7M 1.67%
1,013,120
+306,300
20
$40.7M 1.66%
1,514,325
-75,625
21
$40.6M 1.66%
269,993
-4,041
22
$40.4M 1.65%
871,452
-10,039
23
$39.5M 1.61%
1,833,294
-46,341
24
$39M 1.59%
663,654
-5,575
25
$38.9M 1.59%
882,862
+41,937
1
2 3 4 5