BECKER CAPITAL MANAGEMENT INC
Q1 2014 13F-HR Holdings
Net value change ($000)
-123
(-0.0%)
New positions
8
Sold out positions
9
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| TDC | 34,768 | NEW |
| 20230930-DK-Butterfly-1, Inc. | 31,318 | NEW |
| MCD | 20,202 | NEW |
| TWI | 17,633 | NEW |
| AAPL | 17,616 | 124.7% |
| TRIUMPH GROUP INC | 16,208 | 112.2% |
| VOD | 11,055 | NEW |
| PLUM CREEK | 9,232 | 47.1% |
| VZ | 8,378 | 2585.8% |
| MRK | 6,089 | 13.8% |
Top Reduces (Value $000, Stocks/ETFs)
| VOD | -51,422 | -100.0% |
| FDX | -30,149 | -97.2% |
| HMC | -25,122 | -100.0% |
| APOLLO | -13,569 | -100.0% |
| AEO | -13,558 | -100.0% |
| DVN | -12,213 | -30.7% |
| HRSGBX | -10,376 | -35.3% |
| BABCOCK & WILCOX CO NEW | -10,053 | -31.4% |
| STAPLES INC | -8,435 | -26.6% |
| CTSH | -7,555 | -20.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|