BECKER CAPITAL MANAGEMENT INC

Q4 2024 13F-HR Holdings

Location
Portland, OR
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
272
Total value ($000)
$3,062,638
Net value change ($000)
-13,285 (-0.4%)
New positions
12
Sold out positions
15
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/8/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
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)
BLK 52,415 NEW
TKR 15,550 NEW
HON 15,277 812.6%
VUG 10,780 13.8%
JPM 10,441 12.8%
AAPL 9,780 6.3%
AMZN 8,714 19.0%
CRM 7,184 18.7%
SCHW 6,742 13.3%
BEPC 6,176 NEW
Top Reduces (Value $000, Stocks/ETFs)
BLK -50,332 -100.0%
NEM -10,366 -31.3%
BAX -8,656 -29.4%
BEPC -7,145 -100.0%
SNY -6,968 -20.7%
PHG -6,785 -22.1%
CARR -6,273 -18.8%
IEMG -5,987 -20.1%
VZ -5,964 -14.8%
AMGN -5,847 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type