BECKER CAPITAL MANAGEMENT INC

HTTP://WWW.BECKERVALUEFUNDS.COM PORTLAND, OR Investment Advisor How do I update this listing?

Becker Capital Management is based out of Portland. Becker Capital Management is a large advisory firm with 605 clients and discretionary assets under management (AUM) of $4,307,884,565 (Form ADV from 2020-03-31). Their last reported 13F filing for Q1 2020 included $1,644,620,000 in managed 13F securities and a top 10 holdings concentration of 27.56%. Becker Capital Management's largest holding is Microsoft Corp. with shares held of 488,355. Becker Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 80 13F filings, and 35 13G filings

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03/31/2020

13F Activity

  • Market Value $1.645 Billion
  • Prior Market Value $2.82 Billion
  • New Purchases7 stocks
  • Additional Purchases29 stocks
  • Sold out of12 stocks
  • Reduced holdings in105 stocks
  • Top 10 Holdings % 27.56 %
  • Turnover % [1]:11.38%
  • Turnover Alt % [2]: 45.41 %
  • Time Held Top20:10.65 quarters
  • Time Held Top10:13.60 quarters
  • Time Held All:25.25 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 17.99%
Performance Last 4 Quarters: -5.83%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BECKER CAPITAL MANAGEMENT, INC.
1211 SW 5TH AVENUE SUITE 2185
PORTLAND OR    97204-3740
Country: United States

Business Phone: 503-223-1720
Fax: 503-223-3624
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: OR
Number of employees: 32
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 605
Amount of client funds and securities by related persons: 65,030,100
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BECKER CAPITAL MANAGEMENT INC

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

BECKER CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MCANINCH, JANEEN, SOLIE CEO/DIRECTOR 07/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC CEO/DIRECTOR direct 1996-07-01
BECKER CAPITAL MANAGEMENT INC PRESIDENT direct 1996-07-01 2005-03-10
BECKER CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-08-20
BECKER CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 1987-07-01 2011-07-28
BECKER CAPITAL MANAGEMENT INC CEO, DIRECTOR direct 1996-07-01 2012-03-28
BECKER, PATRICK, EARL PRESIDENT/DIRECTOR 06/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC PRESIDENT/DIRECTOR direct 1996-11-01
BECKER CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1996-11-01
BECKER CAPITAL MANAGEMENT INC CHIEF INVESTMENT OFFICER direct 2008-02-01
BECKER CAPITAL MANAGEMENT INC PRESIDENT/DIRECTOR direct 2009-06-01
HOWELLS, BLAKE, RICHARD CIO/DIRECTOR 06/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC DIRECTOR OF RESEARCH direct 2000-06-01
BECKER CAPITAL MANAGEMENT INC DIRECTOR direct 2000-06-01
BECKER CAPITAL MANAGEMENT INC VICE PRESIDENT/DIRECTOR OF RESEARCH/DIRECTOR direct 2000-06-01
BECKER, JOHN, MERRILL SECRETARY/DIRECTOR 12/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC SYSTEMS ADMINISTRATOR direct 1993-12-01
BECKER CAPITAL MANAGEMENT INC SECRETARY/DIRECTOR direct 1993-12-01
MOYER, STEPHANIE, LOREE COO/CCO 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2012-01-01
BROWN, GERALD, NORMAN TREASURER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC TREASURER direct 2013-01-01

BECKER CAPITAL MANAGEMENT INC

ownership team - last updated 2017-06-29
Name Title Start Date Direct/Indirect % Ownership
MCANINCH, JANEEN, SOLIE CEO/DIRECTOR 07/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC CEO/DIRECTOR direct 1996-07-01
BECKER CAPITAL MANAGEMENT INC PRESIDENT direct 1996-07-01 2005-03-10
BECKER CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-08-20
BECKER CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 1987-07-01 2011-07-28
BECKER CAPITAL MANAGEMENT INC CEO, DIRECTOR direct 1996-07-01 2012-03-28
BECKER, PATRICK, EARL PRESIDENT/DIRECTOR 06/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC PRESIDENT/DIRECTOR direct 1996-11-01
BECKER CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1996-11-01
BECKER CAPITAL MANAGEMENT INC CHIEF INVESTMENT OFFICER direct 2008-02-01
BECKER CAPITAL MANAGEMENT INC PRESIDENT/DIRECTOR direct 2009-06-01
HOWELLS, BLAKE, RICHARD DIRECTOR 06/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC DIRECTOR OF RESEARCH direct 2000-06-01
BECKER CAPITAL MANAGEMENT INC DIRECTOR direct 2000-06-01
BECKER CAPITAL MANAGEMENT INC VICE PRESIDENT/DIRECTOR OF RESEARCH/DIRECTOR direct 2000-06-01
BECKER, JOHN, MERRILL SECRETARY/DIRECTOR 12/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC SYSTEMS ADMINISTRATOR direct 1993-12-01
BECKER CAPITAL MANAGEMENT INC SECRETARY/DIRECTOR direct 1993-12-01
MOYER, STEPHANIE, LOREE CHIEF COMPLIANCE OFFICER 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2012-01-01
BROWN, GERALD, NORMAN TREASURER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC TREASURER direct 2013-01-01

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