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
$2.37B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.44M
3
+$7.44M
4
LW icon
Lamb Weston
LW
+$5.67M
5
CRM icon
Salesforce
CRM
+$4.76M

Top Sells

1
+$8.95M
2
+$6.79M
3
+$6.41M
4
ERJ icon
Embraer
ERJ
+$4.01M
5
VLO icon
Valero Energy
VLO
+$3.97M

Sector Composition

1 Technology 23.54%
2 Financials 19.78%
3 Healthcare 14.45%
4 Consumer Staples 7.89%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 4.79%
403,544
-5,959
2
$107M 4.51%
756,626
-1,372
3
$69.2M 2.92%
423,006
+513
4
$55.7M 2.35%
3,275,401
-235,646
5
$55.3M 2.33%
759,127
-5,383
6
$47.6M 2%
874,035
-4,481
7
$44.5M 1.88%
117,831
-1,026
8
$43.8M 1.84%
736,201
+2,480
9
$42.1M 1.77%
248,670
+2,217
10
$41M 1.73%
254,120
+6,196
11
$39.6M 1.67%
919,816
-56,579
12
$38M 1.6%
896,030
+8,749
13
$37.2M 1.57%
800,928
-2,718
14
$37.2M 1.57%
697,346
+22,557
15
$35.8M 1.51%
185,656
-76
16
$35.8M 1.51%
595,995
+1,157
17
$34.8M 1.47%
41,469
+2
18
$34.5M 1.45%
853,697
-439
19
$34.3M 1.44%
104,396
+216
20
$33.6M 1.42%
1,227,694
-51,563
21
$33.5M 1.41%
259,786
+5,527
22
$33.4M 1.41%
122,975
+17,541
23
$33.2M 1.4%
260,897
-2,066
24
$33.1M 1.4%
97,610
+1,704
25
$31.3M 1.32%
234,340
+55,660
1
2 3 4 5