BCM

Becker Capital Management Portfolio holdings

AUM $3.5B
1-Year Est. Return 23.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$12.5M
3
+$5.76M
4
META icon
Meta Platforms (Facebook)
META
+$5.6M
5
MCHP icon
Microchip Technology
MCHP
+$5.39M

Top Sells

1
+$16M
2
+$14.4M
3
+$12.5M
4
VZ icon
Verizon
VZ
+$11.8M
5
NKE icon
Nike
NKE
+$9.24M

Sector Composition

1 Technology 21.45%
2 Financials 15.78%
3 Healthcare 10.31%
4 Industrials 9%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$180M 5.6%
361,555
-908
2
$129M 4.02%
628,239
-24,256
3
$109M 3.39%
374,702
-2,801
4
$105M 3.27%
239,068
+14,587
5
$85.2M 2.65%
1,496,693
-44,523
6
$80.9M 2.52%
265,307
-7,361
7
$69M 2.15%
755,839
-347
8
$67.7M 2.11%
757,211
+37,649
9
$65.2M 2.03%
667,285
-5,174
10
$61.8M 1.93%
87,360
-345
11
$59.7M 1.86%
272,084
+23,201
12
$59.4M 1.85%
80,958
-2,990
13
$57.4M 1.79%
92,609
-638
14
$54.2M 1.69%
371,017
-8,970
15
$52.9M 1.65%
50,449
-20
16
$51.6M 1.61%
326,766
+167,395
17
$51.6M 1.61%
169,738
-1,965
18
$49M 1.53%
706,534
-6,096
19
$45.3M 1.41%
414,585
-154,449
20
$44.4M 1.39%
279,048
+3,143
21
$39.7M 1.24%
260,197
+5,068
22
$39.6M 1.24%
224,868
-6,585
23
$39.1M 1.22%
193,366
-1,172
24
$35.6M 1.11%
248,707
+8,809
25
$35.3M 1.1%
129,397
-1,483
1
2 3 4 5