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
$1.9B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.21M
3
+$2.94M
4
SNY icon
Sanofi
SNY
+$2.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.24M

Top Sells

1
+$7.78M
2
+$6.36M
3
+$4.98M
4
AZN icon
AstraZeneca
AZN
+$3.85M
5
T icon
AT&T
T
+$3.27M

Sector Composition

1 Technology 20.93%
2 Financials 19.1%
3 Healthcare 18.51%
4 Industrials 8.37%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 5.31%
731,606
-11,677
2
$91.9M 4.82%
394,564
-2,961
3
$52.3M 2.75%
728,309
-6,884
4
$42.3M 2.22%
404,761
-2,776
5
$41.7M 2.19%
255,157
-3,155
6
$40.8M 2.14%
119,977
-4,287
7
$36.9M 1.94%
844,078
-13,795
8
$35.4M 1.86%
818,793
+1,065
9
$34.9M 1.83%
242,578
-4,717
10
$33.2M 1.74%
830,247
-14,258
11
$32.5M 1.71%
110,869
-2,334
12
$31.8M 1.67%
369,512
-10,184
13
$30M 1.57%
348,500
-57,909
14
$29.9M 1.57%
54,258
+121
15
$29.5M 1.55%
107,066
-483
16
$29.4M 1.55%
730,331
-1,281
17
$29.4M 1.55%
260,519
+1,096
18
$29M 1.52%
232,712
+2,630
19
$29M 1.52%
3,369,215
-95,898
20
$28.9M 1.52%
301,750
+23,430
21
$27.8M 1.46%
220,010
-391
22
$27.5M 1.44%
742,220
+1,081
23
$27.1M 1.42%
120,382
+2,037
24
$26.4M 1.39%
875,249
-12,473
25
$25.3M 1.33%
312,988
+7,297
1
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