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BECKER CAPITAL MANAGEMENT INC

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PORTLAND OR Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Becker Capital Management is based out of Portland. Becker Capital Management is a large advisory firm with 753 clients and discretionary assets under management (AUM) of $3,906,617,526 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $2,772,960,839 in managed 13F securities and a top 10 holdings concentration of 26.91%. Becker Capital Management's largest holding is Microsoft Corp. with shares held of 388,909. Whalewisdom has at least 95 13F filings, and 92 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 5.27%
AAPL Apple Inc 4.88%
JPM JPMorgan Chase & Co. 2.46%
VUG VANGUARD GROWTH INDE 2.45%
VTI VANGUARD TOTAL STOCK 2.33%

2023-12-31

13F Activity

Market Value $2.77b, Prior: $2.52b
New Purchases 9 stocks
Added To 69 stocks
Sold out of 7 stocks
Reduced holdings in 127 stocks
Top 10 Holdings % 26.91%
Turnover %[1] 6.08%
Turnover Alt %[2] 2.75%
Time Held Top 20 15.7 quarters
Time Held Top 10 17.8 quarters
Time Held All 23.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance