BECKER CAPITAL MANAGEMENT INC logo

BECKER CAPITAL MANAGEMENT INC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for BECKER CAPITAL MANAGEMENT INC with $3.4B in long positions as of Q3 2025, 21% allocated to Technology, and 30% concentrated in top 10 positions.

Portfolio Value
$3.4B
Top 10 Concentration
30%
Top Sector
Technology (21%)
US Exposure
95%
Market Cap Focus
Mega Cap
Countries
7

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

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%

Industry Breakdown

76 industries across all sectors

ETF: 18.46%ETFSoftware - Infrastructure: 5.72%Consumer Electronics: 4.62%Semiconductors: 4.55%Financial - Capital Markets: 4.28%Drug Manufacturers - General: 3.72%Banks - Diversified: 3.70%Aerospace & Defense: 2.74%Specialty Retail: 2.73%Discount Stores: 2.65%Internet Content & Information: 2.53%Communication Equipment: 2.28%Asset Management: 2.17%Insurance - Property & Casualty: 1.93%Regulated Electric: 1.82%Medical - Distribution: 1.79%Hardware, Equipment & Parts: 1.76%Oil & Gas Integrated: 1.47%Gold: 1.42%Financial - Credit Services: 1.32%Chemicals - Specialty: 1.27%Medical - Devices: 1.23%Food Distribution: 1.11%Software - Application: 1.11%Home Improvement: 1.10%Insurance - Diversified: 1.05%Entertainment: 1.03%49 more: 13.74%49 more
ETF
ETF
18.46%
Software - Infrastructure
Technology
5.72%
Consumer Electronics
Technology
4.62%
Semiconductors
Technology
4.55%
Financial - Capital Markets
Financial Services
4.28%
Drug Manufacturers - General
Healthcare
3.72%
Banks - Diversified
Financial Services
3.70%
Aerospace & Defense
Industrials
2.74%
Specialty Retail
Consumer Cyclical
2.73%
Discount Stores
Consumer Defensive
2.65%
Internet Content & Information
Communication Services
2.53%
Communication Equipment
Technology
2.28%

Filter by Sector

Select a sector to filter industries

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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
95.03%
International
4.97%
Countries
7
Largest Int'l Market
Switzerland - 1.37%
United States of America
95.03% ($3.3B)
280 holdings
Switzerland
1.37% ($46.8M)
2 holdings
Ireland
1.10% ($37.8M)
3 holdings
Singapore
1.00% ($34.3M)
1 holdings
Canada
0.76% ($25.9M)
5 holdings
Netherlands
0.73% ($24.8M)
1 holdings
Taiwan
0.02% ($577.6K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
30.8 quarters
Avg. Top 20
32.9 quarters
Avg. All Positions
20.1 quarters
Median Holding Period
11 quarters
Persistence Rate
86.69%
Persistent Holdings Weight
98.15%
Persistent Positions
254
Longest Held
JPMorgan Chase & Co. logo
JPMorgan Chase & Co.JPM - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.01%
Avg. Position Weight
0.34%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 5.44%
Largest Ownership Stake
Methanex Corp logo
Methanex CorpMEOH - 0.68%
Avg. Ownership Stake
0.03%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
0.42%
Avg. Ownership Stake
0.10%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 5.88% (Q4 2021)
Largest Ownership Stake
Imax Corp logo
Imax CorpIMAX - 1.84% (Q3 2018)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.8%
Value Traded
$61.03M
Positions Added
13
Positions Exited
2

Historical (Since Q2 2013)

Avg. Turnover Ratio
7.0%
Avg. Positions Added
11
Avg. Positions Exited
8
Highest Turnover
19.6%
Q1 2020
Lowest Turnover
1.8%
Q3 2025

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