BCM

Becker Capital Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12.2M
3
+$10.9M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
NEM icon
Newmont
NEM
+$3.24M

Top Sells

1
+$8.48M
2
+$8.03M
3
+$6.78M
4
WMT icon
Walmart
WMT
+$6.2M
5
ADBE icon
Adobe
ADBE
+$5.62M

Sector Composition

1 Technology 19.39%
2 Financials 15.11%
3 Healthcare 11.87%
4 Industrials 8.39%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$145M 4.78%
652,495
-10,449
2
$136M 4.48%
362,463
-1,313
3
$92.6M 3.05%
377,503
-7,426
4
$83.2M 2.74%
224,481
+8,510
5
$74.9M 2.47%
272,668
-301
6
$71.2M 2.35%
1,541,216
-173,764
7
$59.5M 1.96%
569,034
+240
8
$59.2M 1.95%
756,186
-21,920
9
$59.2M 1.95%
672,459
-70,458
10
$58.8M 1.94%
719,562
+14,081
11
$56.6M 1.86%
83,948
-792
12
$52.3M 1.72%
93,247
+858
13
$50.3M 1.66%
379,987
-7,267
14
$47.9M 1.58%
87,705
-6,101
15
$47.8M 1.57%
50,469
-662
16
$47.4M 1.56%
248,883
-181
17
$46.1M 1.52%
171,703
-6,217
18
$44M 1.45%
712,630
-25,138
19
$42.4M 1.4%
275,905
-953
20
$42.3M 1.39%
255,129
+2,752
21
$40.5M 1.33%
194,538
-1,637
22
$40.1M 1.32%
239,898
+4,170
23
$38.2M 1.26%
842,697
-18,176
24
$35.8M 1.18%
231,453
-54,826
25
$35.6M 1.17%
474,151
-3,266
1
2 3 4 5