Becker Capital Management Inc Portfolio Holdings
Becker Capital Management Inc
- $2.98 Billion
- Q4 2024
Becker Capital Management Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.98 Billion distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $166M, Microsoft Corp with a value of $153M, Jpmorgan Chase & CO with a value of $92.3M, Vanguard Growth ETF with a value of $88.6M, and Vanguard Total Stock Market Et with a value of $79.1M.
Examining the 13F form we can see an decrease of $65.6M in the current position value, from $3.04B to 2.98B.
Below you can find more details about Becker Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.98 Billion
Technology: $627 Million
ETFs: $550 Million
Financial Services: $414 Million
Healthcare: $330 Million
Industrials: $243 Million
Consumer Defensive: $225 Million
Consumer Cyclical: $168 Million
Communication Services: $134 Million
Other: $286 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 272
- Current Value $2.98 Billion
- Prior Value $3.04 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 136 stocks