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
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.1M
3
+$11.4M
4
AGN
Allergan plc
AGN
+$11.3M
5
CAT icon
Caterpillar
CAT
+$10.9M

Top Sells

1
+$33.6M
2
+$31.6M
3
+$15.2M
4
WMT icon
Walmart
WMT
+$14.9M
5
Y
Alleghany Corp
Y
+$13.7M

Sector Composition

1 Financials 20.37%
2 Technology 18.09%
3 Healthcare 14.94%
4 Consumer Staples 8.58%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.6M 3.02%
1,717,908
-13,408
2
$78.4M 2.91%
665,010
-2,309
3
$71.1M 2.64%
702,774
+7,482
4
$69.2M 2.56%
1,281,113
-64,141
5
$56.6M 2.1%
1,405,077
-125,596
6
$55.2M 2.04%
1,141,941
-14,060
7
$54.3M 2.01%
868,317
-6,465
8
$53.5M 1.98%
1,323,368
-52,619
9
$52.1M 1.93%
2,197,592
+33,988
10
$49M 1.81%
1,137,070
+18,420
11
$48.2M 1.79%
1,830,632
+272,358
12
$48.2M 1.78%
2,478,485
+931,128
13
$47.6M 1.76%
732,359
+4,086
14
$47.5M 1.76%
387,419
-6,680
15
$46.7M 1.73%
588,874
-25,727
16
$45.6M 1.69%
1,403,082
-458,028
17
$45.1M 1.67%
430,497
-7,684
18
$44.5M 1.65%
303,648
+77,498
19
$44.4M 1.64%
673,913
-14,768
20
$44M 1.63%
912,041
-14,511
21
$43.8M 1.62%
703,406
+1,021
22
$43.7M 1.62%
312,693
-96,617
23
$40.8M 1.51%
931,012
-1,399
24
$39.7M 1.47%
1,061,993
-136,069
25
$39.5M 1.46%
419,412
-11,750
1
2 3 4 5