Becker Capital Management Inc Reduced Holdings in Q4 2024

Becker Capital Management Inc

  • $2.98 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-601
- 5.53%
$151.29 - $176.1 $90.9K - $106K
10.3K $1.56M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-6.92K
- 12.75%
$41.09 - $45.94 $284K - $318K
47.3K $1.99M
VTR
Ventas, Inc.

Real Estate
-2.45K
- 13.07%
$57.73 - $66.48 $141K - $163K
16.3K $959K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-3K
- 9.3%
$33.67 - $37.35 $101K - $112K
29.3K $992K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.07K
- 4.42%
$96.64 - $101.23 $104K - $109K
23.2K $2.25M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.2K
- 20.84%
$60.13 - $67.31 $132K - $148K
8.37K $508K
BAC
Bank Of America Corp

Financial Services
-30.8K
- 11.28%
$39.22 - $47.77 $1.21M - $1.47M
242K $10.6M
HPQ
Hp Inc

Technology
-120
- 0.21%
$32.46 - $39.3 $3.9K - $4.72K
56K $1.83M
C
Citigroup Inc

Financial Services
-3.64K
- 38.19%
$61.31 - $72.5 $223K - $264K
5.89K $414K
NVS
Novartis Ag

Healthcare
-25
- 0.26%
$96.78 - $117.18 $2.42K - $2.93K
9.48K $922K
VLO
Valero Energy Corp

Energy
-127
- 1.05%
$118.59 - $144.02 $15.1K - $18.3K
12K $1.47M
ETN
Eaton Corp PLC

Industrials
-573
- 1.19%
$326.96 - $377.52 $187K - $216K
47.7K $15.8M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-6.07K
- 5.05%
$62.09 - $82.32 $377K - $500K
114K $7.64M
TGT
Target Corp

Consumer Defensive
-56
- 0.83%
$121.59 - $160.69 $6.81K - $9K
6.73K $909K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-230
- 2.42%
$59.25 - $72.99 $13.6K - $16.8K
9.26K $553K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-500
- 9.83%
$481.22 - $538.17 $241K - $269K
4.59K $2.34M
WFC
Wells Fargo & Company

Financial Services
-5.43K
- 30.24%
$54.98 - $77.35 $299K - $420K
12.5K $879K
IWN
Ishares Russell2000 Val ETF

ETFs
-691
- 10.35%
$162.69 - $181.35 $112K - $125K
5.99K $982K
ALL
Allstate Corp

Financial Services
-4K
- 2.0%
$181.25 - $208.2 $724K - $832K
196K $37.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-604
- 1.11%
$77.02 - $78.58 $46.5K - $47.5K
53.9K $4.17M
ACN
Accenture PLC

Technology
-93
- 0.19%
$343.9 - $376.86 $32K - $35K
48K $16.9M
AZO
Autozone Inc

Consumer Cyclical
-163
- 2.04%
$2981.19 - $3370.27 $486K - $549K
7.83K $25.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
-252
- 4.57%
$148.29 - $166.93 $37.4K - $42.1K
5.26K $783K
VTI
Vanguard Total Stock Market Et

ETFs
-6.75K
- 2.41%
$280.04 - $302.45 $1.89M - $2.04M
273K $79.1M
VTV
Vanguard Value ETF

ETFs
-145
- 1.21%
$168.32 - $181.87 $24.4K - $26.4K
11.8K $2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-360
- 3.22%
$74.5 - $78.37 $26.8K - $28.2K
10.8K $809K
T
At&T Inc.

Communication Services
-3.84K
- 14.51%
$21.22 - $23.88 $81.6K - $91.8K
22.6K $515K
GLD
Spdr Gold Trust

ETFs
-175
- 0.78%
$236.59 - $257.5 $41.4K - $45.1K
22.3K $5.4M
POR
Portland General Electric CO

Utilities
-135
- 1.03%
$43.52 - $48.99 $5.88K - $6.61K
13K $566K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-109
- 2.9%
$563.99 - $620.12 $61.5K - $67.6K
3.64K $2.08M
HES
Hess Corp

Energy
-353
- 16.76%
$127.66 - $148.65 $45.1K - $52.5K
1.75K $233K
IWS
Ishares Russell Midcap Value E

ETFs
-282
- 9.79%
$128.08 - $140.32 $36.1K - $39.6K
2.6K $336K
AEP
American Electric Power CO Inc

Utilities
-67
- 2.4%
$90.91 - $102.21 $6.09K - $6.85K
2.73K $251K
FISV
Fiserv Inc

Technology
-270
- 1.16%
N/A
23K $2.88M
CSX
Csx Corp

Industrials
-84
- 0.6%
$31.58 - $36.88 $2.65K - $3.1K
13.9K $447K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.67K
- 12.42%
$8.1 - $9.04 $21.6K - $24.1K
18.8K $155K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-11
- 0.39%
$101.82 - $114.06 $1.12K - $1.25K
2.82K $291K
IVW
Ishares S&P 500 Growth ETF

ETFs
-350
- 13.09%
$94.43 - $105.47 $33.1K - $36.9K
2.32K $235K
ABT
Abbott Laboratories

Healthcare
-75
- 0.72%
$111.93 - $119.39 $8.39K - $8.95K
10.4K $1.18M
F
Ford Motor CO

Consumer Cyclical
-432
- 2.14%
$9.69 - $11.4 $4.19K - $4.92K
19.7K $195K
META
Meta Platforms, Inc.

Communication Services
-341
- 3.21%
$554.08 - $632.68 $189K - $216K
10.3K $6.07M
COP
Conocophillips

Energy
-16
- 0.68%
$95.12 - $114.72 $1.52K - $1.84K
2.33K $230K
KEYS
Keysight Technologies, Inc.

Technology
-105
- 5.78%
$149.01 - $172.53 $15.6K - $18.1K
1.71K $274K
SMAR
Smartsheet Inc

Technology
-330
- 4.28%
$55.35 - $56.51 $18.3K - $18.6K
7.38K $413K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-17
- 17.53%
$4100.99 - $5300.34 $69.7K - $90.1K
80 $397K
IWM
Ishares Russell 2000 ETF

ETFs
-50
- 0.15%
$216.13 - $242.4 $10.8K - $12.1K
33.6K $7.42M
TXN
Texas Instruments Inc

Technology
-30
- 1.6%
N/A
1.85K $359K
TJX
Tjx Companies Inc

Consumer Cyclical
-130
- 3.53%
$112.15 - $127.2 $14.6K - $16.5K
3.56K $429K
IP
International Paper CO

Consumer Cyclical
-717
- 10.49%
$46.64 - $59.57 $33.4K - $42.7K
6.12K $329K
Activity Summary
Buys All Purchases 72 New Holdings 12 Increased Positions 60 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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