BECKER CAPITAL MANAGEMENT INC Q2 2018 Filing

Filed August 3, 2018

Portfolio Value

$3.0T

Holdings

158

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP COM
776,702$76.6B2.54%
2
JPMJP MORGAN CHASE & CO
707,110$73.7B2.45%
3
AAPLAPPLE COMPUTER INC COM
367,487$68.0B2.26%
4
WFCWELLS FARGO & CO NEW COM
1,181,664$65.5B2.17%
5
CSCOCISCO SYS INC COM
1,483,072$63.8B2.12%
6
KRKROGER CO
2,200,902$62.6B2.08%
7
PFEPFIZER INC COM
1,621,016$58.8B1.95%
8
AETNA INC COM
316,400$58.1B1.93%
9
RDS/AROYAL DUTCH SHELL PLC ADR A
836,641$57.9B1.92%
10
WMTWALMART INC
671,235$57.5B1.91%
11
STTSTATE STREET CORP
600,492$55.9B1.86%
12
HHC*HOWARD HUGHES CORP
418,720$55.5B1.84%
13
JNJJOHNSON & JOHNSON COM
449,226$54.5B1.81%
14
AZNASTRAZENECA PLC
1,521,389$53.4B1.77%
15
TAT&T INC
1,662,546$53.4B1.77%
16
GILDGILEAD SCIENCES INC
750,958$53.2B1.77%
17
AIGAMERICAN INTL GROUP COM
994,907$52.8B1.75%
18
MRKMERCK & CO INC COM
808,851$49.1B1.63%
19
PNCPNC FINANCIAL SERVICES GROUP
361,571$48.8B1.62%
20
XRXCHFXEROX CORP COM
1,964,465$47.1B1.56%
21
SIEBSIEMENS AG SPONS ADR
689,535$45.6B1.51%
22
NWLNEWELL BRANDS INC
1,766,695$45.6B1.51%
23
QCOMQUALCOMM INC
805,812$45.2B1.50%
24
VODVODAFONE GROUP PLC
1,837,276$44.7B1.48%
25
BKRBAKER HUGHES A GE CO
1,309,745$43.3B1.44%
26
YUSDALLEGHANY CORP
75,143$43.2B1.43%
27
TRVCCITIGROUP INC COM
641,021$42.9B1.42%
28
NOVEURNATIONAL OILWELL VARCO INC
980,625$42.6B1.41%
29
ALSALLSTATE CORP COM
459,917$42.0B1.39%
30
RTN1USDRAYTHEON COMPANY
212,979$41.1B1.37%
31
EMBJEMBRAER SA-SPON ADR
1,645,388$41.0B1.36%
32
ALLERGAN PLC
244,322$40.7B1.35%
33
USBUS BANCORP
808,116$40.4B1.34%
34
7HPHP INC
1,773,705$40.2B1.34%
35
MGAMAGNA INTERNATIONAL CL A
682,632$39.7B1.32%
36
FEFIRSTENERGY CORP COM
1,090,494$39.2B1.30%
37
SLBSCHLUMBERGER LTD COM
581,757$39.0B1.29%
38
SJMJM SMUCKER CO
362,373$38.9B1.29%
39
CIENCIENA CORP
1,428,889$37.9B1.26%
40
DOXAMDOCS LTD
564,090$37.3B1.24%
41
PGPROCTER & GAMBLE CO COM
474,382$37.0B1.23%
42
TELTE CONNECTIVITY LTD
394,822$35.6B1.18%
43
XOMEXXON MOBIL CORPORATION
427,235$35.3B1.17%
44
GEGENERAL ELECTRIC
2,591,968$35.3B1.17%
45
LUVSOUTHWEST AIRLINES
689,254$35.1B1.16%
46
MOSMOSAIC CO
1,222,460$34.3B1.14%
47
FFORD MTR CO DEL COM
3,072,839$34.0B1.13%
48
AVTAVNET INC COM
770,469$33.0B1.10%
49
MCKMCKESSON CORP
238,758$31.9B1.06%
50
HCP INC
1,199,395$31.0B1.03%
51
NEMNEWMONT MINING CORP
818,329$30.9B1.02%
52
BUNGE LIMITED
440,247$30.7B1.02%
53
BWABORG-WARNER INC
695,852$30.0B1.00%
54
NBL2EURNOBLE ENERGY INC
812,351$28.7B0.95%
55
INTCINTEL CORP COM
549,350$27.3B0.91%
56
LLOEWS CORP COM
560,075$27.0B0.90%
57
MSGSMADISON SQUARE GARDEN CO- A
82,690$25.6B0.85%
58
LEGLEGGETT & PLATT INC
563,980$25.2B0.84%
59
KEYKEYCORP NEW COM
1,258,847$24.6B0.82%
60
CBS CORP COM
433,750$24.4B0.81%
61
IMAIMAX CORP
1,084,915$24.0B0.80%
62
PORPORTLAND GENERAL ELECTRIC
528,510$22.6B0.75%
63
MMM3M CO
109,852$21.6B0.72%
64
ELECTRONICS FOR IMAGING
654,048$21.3B0.71%
65
AMGNAMGEN INC COM
111,914$20.7B0.69%
66
CVXCHEVRON CORP
162,934$20.6B0.68%
67
DISCKUSDDISCOVERY COMMUNICATIONS C
797,285$20.3B0.67%
68
BDXBECTON DICKINSON & COMPANY
79,379$19.0B0.63%
69
JEFJEFFERIES FINANCIAL GROUP INC
793,465$18.0B0.60%
70
DWDMORGAN STANLEY
355,890$16.9B0.56%
71
PHGKONINKLIJKE PHILIPS
395,109$16.7B0.55%
72
FLEXFLEX LTD
1,084,061$15.3B0.51%
73
GSGOLDMAN SACHS GROUP INC
66,898$14.8B0.49%
74
MEOHMETHANEX CORP
186,236$13.2B0.44%
75
FLRFLUOR CORP
241,440$11.8B0.39%
76
CDPCORPORATE OFFICE PROPERTIES CO
389,055$11.3B0.37%
77
NSRGYNESTLE SA ADR
134,308$10.4B0.35%
78
PSXPHILLIPS 66
87,409$9.8B0.33%
79
EMREMERSON ELEC CO COM
139,866$9.7B0.32%
80
BLKCHFBLACKROCK INC
17,670$8.8B0.29%
81
COSTCOSTCO WHOLESALE
34,553$7.2B0.24%
82
WYWEYERHAEUSER CO COM
188,620$6.9B0.23%
83
MRSHMARSH & MCLENNAN COS
49,019$4.0B0.13%
84
DUN & BRADSTREET CORP
31,598$3.9B0.13%
85
UNPUNION PAC CORP COM
20,257$2.9B0.10%
86
BABOEING CO COM
8,400$2.8B0.09%
87
W3UWESTERN UNION CO
91,240$1.9B0.06%
88
UTXZUNITED TECHNOLOGIES CP COM
14,010$1.8B0.06%
89
NKENIKE INC CL B
17,176$1.4B0.05%
90
COPCONOCOPHILLIPS
19,547$1.4B0.05%
91
ABBVABBVIE INC
14,449$1.3B0.04%
92
GOOGALPHABET INC CL C
1,199$1.3B0.04%
93
GOOGLALPHABET INC CL A
1,154$1.3B0.04%
94
CSXCSX CORP COM
19,920$1.3B0.04%
95
PXDEURPIONEER NAT RES CO COM
6,596$1.2B0.04%
96
TMOTHERMO FISHER SCIENTIFIC INC
5,610$1.2B0.04%
97
UNHUNITEDHEALTH GROUP INC
4,654$1.1B0.04%
98
BRK/BBERKSHIRE HATHAWAY INC
5,989$1.1B0.04%
99
HONHONEYWELL INTERNATL INC
7,345$1.1B0.04%
100
SYKSTRYKER CORP COM
6,222$1.1B0.03%
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