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
$2.7B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$23.3M
3
+$21M
4
MON
Monsanto Co
MON
+$11.8M
5
MCK icon
McKesson
MCK
+$10.6M

Top Sells

1
+$38.6M
2
+$16.8M
3
+$11.5M
4
CSX icon
CSX Corp
CSX
+$10.8M
5
CB icon
Chubb
CB
+$10M

Sector Composition

1 Financials 22.01%
2 Technology 15.85%
3 Healthcare 14.3%
4 Industrials 10.63%
5 Energy 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77M 2.85%
892,114
-36,837
2
$70.3M 2.6%
2,426,424
-15,152
3
$64M 2.37%
1,160,672
+71,813
4
$63.2M 2.34%
1,017,776
-39,847
5
$61.6M 2.28%
2,671,554
-7,671
6
$55.7M 2.06%
476,291
-12,930
7
$55.5M 2.05%
366,223
-5,567
8
$52.6M 1.95%
1,635,974
-40,395
9
$51.6M 1.91%
535,042
-9,955
10
$51.5M 1.91%
662,716
-10,626
11
$51.1M 1.89%
688,909
-15,309
12
$48M 1.78%
1,556,236
-176,464
13
$46M 1.7%
818,862
-160,834
14
$45.8M 1.7%
75,374
-2,916
15
$45.5M 1.69%
418,638
-8,114
16
$44.8M 1.66%
619,916
+70,658
17
$43.9M 1.63%
381,007
-7,164
18
$43.8M 1.62%
681,865
+126,205
19
$43M 1.59%
790,640
+55,700
20
$42.2M 1.56%
1,224,210
+197,535
21
$41.7M 1.54%
3,478,665
-903,012
22
$41.6M 1.54%
1,553,997
-44,390
23
$41.4M 1.53%
597,948
-7,114
24
$40.9M 1.51%
795,453
-27,887
25
$40.7M 1.51%
328,441
-16,012
1
2 3 4 5