BECKER CAPITAL MANAGEMENT INC logo

BECKER CAPITAL MANAGEMENT INC

RIA/Wealth

BECKER CAPITAL MANAGEMENT INC is a RIA/Wealth based in Portland, OR led by Patrick Earl Becker, reporting $5.0B in AUM as of Q3 2025 with MSFT as the largest holding (5% allocation).

CEOPatrick Earl Becker
Portfolio Value
$3.4B
Positions
293
Top Holding
MSFT at 5.44%
Last Reported
Q3 2025
Address1211 Sw 5th Avenue, Suite 2185, Portland, OR, 97204-3740, United States

Top Holdings

Largest long holdings in BECKER CAPITAL MANAGEMENT INC's portfolio (30.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Software - Infrastructure
Technology
$186.0M
5.44%
-$1.2M
Sold
0.00%
359.2K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$158.2M
4.62%
-$1.7M
Sold
0.00%
621.4K shares
ETF
ETF
$120.9M
3.53%
+$6.1M
Bought
251.8K shares
Banks - Diversified
Financial Services
$112.9M
3.30%
-$5.3M
Sold
0.01%
357.9K shares
ETF
ETF
$87.5M
2.56%
+$230.4K
Bought
266.0K shares
Unknown
Unknown
$86.4M
2.52%
-$4.1M
Sold
1.4M shares
ETF
ETF
$74.9M
2.19%
+$4.2M
Bought
801.7K shares
Financial - Capital Markets
Financial Services
$71.3M
2.08%
-$813.4K
Sold
0.04%
747.3K shares
Financial - Capital Markets
Financial Services
$66.3M
1.94%
-$3.2M
Sold
0.03%
83.3K shares
Discount Stores
Consumer Defensive
$66.1M
1.93%
-$2.7M
Sold
0.01%
641.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BECKER CAPITAL MANAGEMENT INC's latest filing

See all changes
Market Value
$3.4B
Prior: $3.2B
Q/Q Change
+6.67%
+$213.9M
Net Flows % of MV
-0.783%
Turnover Ratio
1.78%
New Purchases
13 stocks
$6.2M
Added To
83 stocks
+$39.6M
Sold Out Of
2 stocks
$4.2M
Reduced Holdings
128 stocks
-$68.4M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
2
Hess logo
Hess
HES
Sold
3
DEO
-53.05%
-31.19%
-30.16%

Analytics

Portfolio insights and performance metrics for BECKER CAPITAL MANAGEMENT INC

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Sector Allocation

Technology: 20.50%TechnologyETF: 18.50%ETFFinancial Services: 15.40%Financial ServicesHealthcare: 8.50%HealthcareIndustrials: 6.20%Consumer Defensive: 5.70%Consumer Cyclical: 4.80%Communication Services: 4.30%Energy: 3.40%Basic Materials: 3.30%Utilities: 2.10%Real Estate: 0.60%
Technology
20.50%
ETF
18.50%
Financial Services
15.40%
Healthcare
8.50%
Industrials
6.20%
Consumer Defensive
5.70%
Consumer Cyclical
4.80%
Communication Services
4.30%
Energy
3.40%
Basic Materials
3.30%
Utilities
2.10%
Real Estate
0.60%

Market Cap Distribution

Mega Cap (> $200B): 38.29%Mega Cap (> $200B)Large Cap ($10B - $200B): 33.97%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.28%Small Cap ($300M - $2B): 0.33%N/A (ETF or Unknown): 25.13%N/A (ETF or Unknown)
Mega Cap (> $200B)
38.29%
Large Cap ($10B - $200B)
33.97%
Mid Cap ($2B - $10B)
2.28%
Small Cap ($300M - $2B)
0.33%
N/A (ETF or Unknown)
25.13%

Portfolio Concentration

Top 10 Holdings %
30.11%
Top 20 Holdings %
46.45%
Top 50 Holdings %
74.47%
Top 100 Holdings %
92.96%

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