BECKER CAPITAL MANAGEMENT INC

PORTLAND, OR Investment Advisor How do I update this listing?

Becker Capital Management is based out of Portland. Becker Capital Management is a registered investment advisory firm with 4 clients and discretionary assets under management (AUM) of $5,589,733 (Form ADV from 2019-01-07). Their last reported 13F filing for Q3 2019 included $2,617,589,000 in managed 13F securities and a top 10 holdings concentration of 24.1%. Becker Capital Management's largest holding is Microsoft Corp. with shares held of 612,017. Becker Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings, and 35 13G filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $2.618 Billion
  • Prior Market Value $2.761 Billion
  • New Purchases0 stocks
  • Additional Purchases26 stocks
  • Sold out of7 stocks
  • Reduced holdings in91 stocks
  • Top 10 Holdings % 24.10 %
  • Turnover % [1]:4.32%
  • Turnover Alt % [2]: 8.96 %
  • Time Held Top20:11.40 quarters
  • Time Held Top10:13.00 quarters
  • Time Held All:24.60 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 10.47%
Performance Last 4 Quarters: 14.46%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR/A (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR/A (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BECKER CAPITAL MANAGEMENT

  

Business Phone: 214-823-6412
Fax: 214-823-6412
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Sole Proprietorship
Organized in: TX
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 4
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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BECKER CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MCANINCH, JANEEN, SOLIE CEO/DIRECTOR 07/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC CEO/DIRECTOR direct 1996-07-01
BECKER CAPITAL MANAGEMENT INC PRESIDENT direct 1996-07-01 2005-03-10
BECKER CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-08-20
BECKER CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 1987-07-01 2011-07-28
BECKER CAPITAL MANAGEMENT INC CEO, DIRECTOR direct 1996-07-01 2012-03-28
BECKER, PATRICK, EARL PRESIDENT/DIRECTOR 06/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC PRESIDENT/DIRECTOR direct 1996-11-01
BECKER CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1996-11-01
BECKER CAPITAL MANAGEMENT INC CHIEF INVESTMENT OFFICER direct 2008-02-01
BECKER CAPITAL MANAGEMENT INC PRESIDENT/DIRECTOR direct 2009-06-01
HOWELLS, BLAKE, RICHARD CIO/DIRECTOR 06/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC DIRECTOR OF RESEARCH direct 2000-06-01
BECKER CAPITAL MANAGEMENT INC DIRECTOR direct 2000-06-01
BECKER CAPITAL MANAGEMENT INC VICE PRESIDENT/DIRECTOR OF RESEARCH/DIRECTOR direct 2000-06-01
BECKER, JOHN, MERRILL SECRETARY/DIRECTOR 12/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC SYSTEMS ADMINISTRATOR direct 1993-12-01
BECKER CAPITAL MANAGEMENT INC SECRETARY/DIRECTOR direct 1993-12-01
MOYER, STEPHANIE, LOREE COO/CCO 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2012-01-01
BROWN, GERALD, NORMAN TREASURER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC TREASURER direct 2013-01-01

BECKER CAPITAL MANAGEMENT INC

ownership team - last updated 2017-06-29
Name Title Start Date Direct/Indirect % Ownership
MCANINCH, JANEEN, SOLIE CEO/DIRECTOR 07/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC CEO/DIRECTOR direct 1996-07-01
BECKER CAPITAL MANAGEMENT INC PRESIDENT direct 1996-07-01 2005-03-10
BECKER CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1996-07-01 2009-08-20
BECKER CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 1987-07-01 2011-07-28
BECKER CAPITAL MANAGEMENT INC CEO, DIRECTOR direct 1996-07-01 2012-03-28
BECKER, PATRICK, EARL PRESIDENT/DIRECTOR 06/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC PRESIDENT/DIRECTOR direct 1996-11-01
BECKER CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1996-11-01
BECKER CAPITAL MANAGEMENT INC CHIEF INVESTMENT OFFICER direct 2008-02-01
BECKER CAPITAL MANAGEMENT INC PRESIDENT/DIRECTOR direct 2009-06-01
HOWELLS, BLAKE, RICHARD DIRECTOR 06/01/2000 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC DIRECTOR OF RESEARCH direct 2000-06-01
BECKER CAPITAL MANAGEMENT INC DIRECTOR direct 2000-06-01
BECKER CAPITAL MANAGEMENT INC VICE PRESIDENT/DIRECTOR OF RESEARCH/DIRECTOR direct 2000-06-01
BECKER, JOHN, MERRILL SECRETARY/DIRECTOR 12/01/1993 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC SYSTEMS ADMINISTRATOR direct 1993-12-01
BECKER CAPITAL MANAGEMENT INC SECRETARY/DIRECTOR direct 1993-12-01
MOYER, STEPHANIE, LOREE CHIEF COMPLIANCE OFFICER 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2012-01-01
BROWN, GERALD, NORMAN TREASURER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECKER CAPITAL MANAGEMENT INC TREASURER direct 2013-01-01

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