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
$2.08B
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$15.5M
3
+$9.4M
4
BLK icon
Blackrock
BLK
+$8.3M
5
COLM icon
Columbia Sportswear
COLM
+$4.85M

Top Sells

1
+$24.1M
2
+$17.3M
3
+$11.2M
4
C icon
Citigroup
C
+$10.9M
5
T icon
AT&T
T
+$10.3M

Sector Composition

1 Technology 21.68%
2 Healthcare 18.44%
3 Financials 18.15%
4 Industrials 7.95%
5 Consumer Staples 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 4.92%
397,525
+891
2
$102M 4.89%
743,283
-2,304
3
$46.5M 2.24%
735,193
+14,367
4
$45.9M 2.21%
407,537
+3,648
5
$45.9M 2.21%
258,312
+2,767
6
$45M 2.17%
857,873
-25,008
7
$40.5M 1.95%
124,264
-11,674
8
$36M 1.73%
844,505
-17,166
9
$35.8M 1.72%
247,295
-11,020
10
$34.6M 1.67%
379,696
-1,981
11
$33.7M 1.62%
1,608,664
-492,202
12
$33.7M 1.62%
731,612
+4,652
13
$33.6M 1.62%
113,203
+2,205
14
$33.1M 1.6%
817,728
+14,835
15
$33.1M 1.6%
259,423
+860
16
$33M 1.59%
54,137
+13,627
17
$32.4M 1.56%
490,173
-62,464
18
$31.7M 1.53%
220,401
+3,347
19
$30.4M 1.47%
3,465,113
+1,370
20
$30.3M 1.46%
278,320
+19,640
21
$29.5M 1.42%
107,549
+2,721
22
$29.2M 1.4%
230,082
+3,405
23
$28.8M 1.39%
118,345
+1,329
24
$28.5M 1.37%
741,139
-11,900
25
$28.4M 1.37%
406,409
+134,595
1
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