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
$2.32B
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$26.8M
3
+$19M
4
CB icon
Chubb
CB
+$17.5M
5
HOG icon
Harley-Davidson
HOG
+$12.2M

Top Sells

1
+$44.5M
2
+$32.6M
3
+$24M
4
MCD icon
McDonald's
MCD
+$18.6M
5
WU icon
Western Union
WU
+$13.1M

Sector Composition

1 Financials 20.14%
2 Technology 19.55%
3 Industrials 14.38%
4 Healthcare 12.38%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.6M 2.96%
1,241,443
-42,330
2
$66.8M 2.88%
438,662
-37,258
3
$66.4M 2.86%
2,491,144
+220
4
$60.7M 2.62%
2,659,014
+26,133
5
$58.4M 2.52%
985,474
+238
6
$57.5M 2.48%
1,139,350
-959
7
$56.5M 2.44%
2,073,832
+56,640
8
$53.4M 2.31%
493,953
+1,132
9
$52.9M 2.28%
1,882,821
+14,450
10
$51.5M 2.22%
1,739,177
-20,585
11
$47.7M 2.06%
707,414
-1,300
12
$46.6M 2.01%
1,726,471
+281,369
13
$46M 1.98%
1,027,085
-12,399
14
$43.6M 1.88%
291,087
+799
15
$40.6M 1.75%
479,536
-1,072
16
$40.2M 1.74%
271,663
-3,644
17
$40.1M 1.73%
1,241,084
-10,474
18
$39.9M 1.72%
+1,287,884
19
$39.5M 1.7%
351,236
-2,455
20
$39.2M 1.69%
78,914
+10,985
21
$39.1M 1.68%
667,327
+51,086
22
$39M 1.68%
645,964
-2,511
23
$38.5M 1.66%
276,641
+314
24
$38.4M 1.66%
529,197
+121,895
25
$37.8M 1.63%
374,692
+34,054
1
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