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
$2.64B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.08M
3
+$4.01M
4
AMZN icon
Amazon
AMZN
+$3.75M
5
AVGO icon
Broadcom
AVGO
+$3.02M

Top Sells

1
+$5.28M
2
+$5.03M
3
+$4.8M
4
CAT icon
Caterpillar
CAT
+$4.79M
5
SHEL icon
Shell
SHEL
+$4.72M

Sector Composition

1 Technology 20.62%
2 Healthcare 14.96%
3 Financials 13.38%
4 Industrials 7.31%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$142M 5.38%
732,837
+15,185
2
$135M 5.12%
397,617
+3,519
3
$58.4M 2.21%
401,266
+8,309
4
$58.1M 2.2%
263,750
-670
5
$53.8M 2.04%
190,164
-1,367
6
$49.2M 1.86%
3,183,421
-149,666
7
$45.7M 1.73%
458,563
-35,552
8
$45.7M 1.73%
106,781
-2,463
9
$44.9M 1.7%
791,902
+12,500
10
$44.6M 1.69%
851,751
+26,436
11
$44.2M 1.67%
99,386
+6,312
12
$42.9M 1.63%
830,030
-8,554
13
$42.4M 1.6%
256,064
+4,286
14
$40.4M 1.53%
348,147
-5,112
15
$39.1M 1.48%
793,798
-8,934
16
$38.7M 1.46%
55,997
+716
17
$38.5M 1.46%
321,715
-3,314
18
$36.8M 1.39%
233,911
-4,669
19
$35.4M 1.34%
109,769
-2,581
20
$35.1M 1.33%
957,755
+72,328
21
$34.4M 1.3%
387,888
+3,831
22
$33.9M 1.28%
284,765
+6,211
23
$33.5M 1.27%
220,972
-2,504
24
$33.4M 1.26%
107,552
-293
25
$32.7M 1.24%
154,780
-3,677
1
2 3 4 5