BECKER CAPITAL MANAGEMENT, INC. other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

33

of those in investment advisory functions:

16 -5.88%

Registration:

SEC, Approved, 4/19/1977

AUM:

4,613,776,609 18.10%

of that, discretionary:

4,613,776,609 18.10%

Private Fund GAV:

0 -100.00%

Avg Account Size:

2,437,283 7.93%

% High Net Worth:

60.81% -1.32%

SMA’s:

YES

Private Funds:

1

Contact Info

503 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 622M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 2nd Quarter Trades of BECKER CAPITAL MANAGEMENT INC
08/05/2022

Related Stocks: PYPL, HPQ, KR, APD, NFLX,

gurufocus.com

Top 5 1st Quarter Trades of BECKER CAPITAL MANAGEMENT INC
05/12/2022

Related Stocks: PYPL, HPQ, KR, APD, NFLX,

gurufocus.com

Becker Capital Management Inc Buys Dutch Bros Inc, Viatris Inc, Alphabet Inc, Sells Royal Dutch ...
10/14/2021

Related Stocks: GOOGL, MMM, PHG, CHRW, ALK, ADI, BROS, VTRS, LW, LAZR, PPG, OTIS, GIS, PCAR,

gurufocus.com

Becker Capital Management Inc Buys Facebook Inc, Embraer SA, Molson Coors Beverage Co, Sells ...
05/13/2021

Related Stocks: FB, ERJ, GOOGL, TAP, VTR, T, KMI, AZO, BLKB, VLO, COLB, HSC, V,

gurufocus.com

Becker Value Equity Fund;Retail
04/05/2021

The Fund seeks long-term capital appreciation. The Fund invests primarily in the common and preferred stock of large- and medium-sized companies, whose market prices do not reflect the true value ...

Barrons

First National Bank Alaska
03/26/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 1 $

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
594918104 MICROSOFT CORP $164,360,763 6.00% 3.00% -3.00%
037833100 APPLE INC $144,026,901 5.00% 21.00% -1.00%
46625H100 JPMORGAN CHASE & CO. $79,007,110 3.00% 0.00% -1.00%
922908736 VANGUARD INDEX FDS $74,551,814 3.00% 12.00% 3.00%
922908769 VANGUARD INDEX FDS $74,078,250 3.00% 5.00% 2.00%
931142103 WALMART INC $54,054,938 2.00% 7.00% -4.00%
747525103 QUALCOMM INC $55,308,680 2.00% 11.00% -6.00%
808513105 SCHWAB CHARLES CORP $57,099,531 2.00% 0.00% -2.00%
78462F103 SPDR S&P 500 ETF TR $60,419,843 2.00% 7.00% 2.00%
58155Q103 MCKESSON CORP $51,528,375 2.00% -3.00% -11.00%

Brochure Summary

Overview

Firm Description BCM is registered as an independent investment advisory firm with the U.S. Securities and Exchange Commission and has no affiliations or subsidiaries. BCM has provided professional investment management to individuals and institutions since 1976. We have offices located in Portland, OR, Bend, OR, and Seattle, WA. BCM is 100% owned by its employees. 5% or more owners are Patrick E. Becker, Jr., Blake R. Howells, John M. Becker, and Janeen S. McAninch. Types of Advisory Services BCM offers discretionary investment advisory services as follows: Individual Clients We work with our clients to provide wholistic investment advice and financial planning services. These include financial planning, asset allocation determination, portfolio implementation and monitoring for taxable portfolios and retirement funds. Portfolios are individually designed to meet the client’s current income, risk tolerance, restrictions and long-term growth needs in a tax efficient manner. We utilize available publicly traded instruments, including stocks, bonds mutual funds, and exchange-traded funds. When suitable, BCM may recommend alternative investments in direct real estate, private equity or hedge funds to those clients who have at least $5 million in assets under management and meet the regulatory definitions of a qualified client and accredited investor. Any investment in a private fund requires the investor to sign a subscription agreement directly with the offered investment. There are also additional fees for alternative investments described further in the Additional Expenses section of Fees and Compensation. Institutional Clients We offer a broad range of strategies to our institutional clients. We detailed and customized asset allocation studies, asset class targets, investment
policy statement creation and monitoring and investment implementation services for appropriate engagements. We also offer specific equity, balanced, fixed income, and alternative asset strategies for clients who desire these services. In all cases, portfolios are individually designed to meet the client’s investment objectives and any restrictions the client may impose. Mutual Fund BCM serves as the investment advisor to a registered investment company, the Becker Value Equity Fund (BVEFX, BVEIX). Private Equity Fund BCM serves as investment advisor and manager to a private equity fund, which is only available to qualified purchasers. Wrap Fee Programs BCM does not sponsor any wrap fee programs. However, some BCM clients have elected to hold their accounts at a broker/dealer and have entered into a wrap fee agreement with their respective custodian. The wrap fee typically includes investment advisory services, custody arrangements and the execution of client transactions. Wrap and non-wrap fee portfolios are managed in the same manner. In the case of accounts utilizing this fee arrangement, BCM receives the management fee directly from the custodian. Sub-Advisory Relationship BCM sub-advises accounts for other investment advisors and receives a portion of the management fee for these clients. Third-Party Managers As part of its discretionary authority, BCM may select other advisors to manage a portion of the client’s assets. On an ongoing basis, BCM monitors the performance of the accounts being managed by other advisors and seeks to ensure their strategies and target allocations remain aligned with the client’s investment objectives and overall best interest. Client Assets As of December 31, 2023, BCM managed $4,602,592,002 in discretionary assets.