BECKER CAPITAL MANAGEMENT INC Q3 2021 Filing

Filed October 14, 2021

Portfolio Value

$2.4T

Holdings

198

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (198 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
403,544$113.8B4.79%
2
AAPLAPPLE INC
756,626$107.1B4.51%
3
JPMJPMORGAN CHASE & CO
423,006$69.2B2.92%
4
EMBJEMBRAER S.A.
3,275,401$55.7B2.35%
5
SCHWSCHWAB CHARLES CORP
759,127$55.3B2.33%
6
CSCOCISCO SYS INC
874,035$47.6B2.00%
7
GSGOLDMAN SACHS GROUP INC
117,831$44.5B1.88%
8
USBUS BANCORP DEL
736,201$43.8B1.84%
9
DISDISNEY WALT CO
248,670$42.1B1.77%
10
JNJJOHNSON & JOHNSON
254,120$41.0B1.73%
11
PFEPFIZER INC
919,816$39.6B1.67%
12
BACBK OF AMERICA CORP
896,030$38.0B1.60%
13
WMTWALMART INC
266,976$37.2B1.57%
14
INTCINTEL CORP
697,346$37.2B1.57%
15
FRCBFIRST REP BK SAN FRANCISCO C
185,656$35.8B1.51%
16
AZNASTRAZENECA PLC
595,995$35.8B1.51%
17
BLKCHFBLACKROCK INC
41,469$34.8B1.47%
18
KRKROGER CO
853,697$34.5B1.45%
19
HDHOME DEPOT INC
104,396$34.3B1.44%
20
7HPHP INC
1,227,694$33.6B1.42%
21
QCOMQUALCOMM INC
259,786$33.5B1.41%
22
CRMSALESFORCE COM INC
122,975$33.4B1.41%
23
ALSALLSTATE CORP
260,897$33.2B1.40%
24
METAFACEBOOK INC
97,610$33.1B1.40%
25
GOOGLALPHABET INC
11,717$31.3B1.32%
26
TAT&T INC
1,104,195$29.8B1.26%
27
MCKMCKESSON CORP
148,212$29.6B1.25%
28
PGPROCTER AND GAMBLE CO
210,567$29.4B1.24%
29
MRKMERCK & CO INC
387,740$29.1B1.23%
30
RTXRAYTHEON TECHNOLOGIES CORP
328,605$28.2B1.19%
31
GILDGILEAD SCIENCES INC
401,085$28.0B1.18%
32
CVXCHEVRON CORP NEW
275,421$27.9B1.18%
33
CIENCIENA CORP
527,936$27.1B1.14%
34
FEFIRSTENERGY CORP
753,800$26.9B1.13%
35
TELTE CONNECTIVITY LTD
193,945$26.6B1.12%
36
NEMNEWMONT CORP
488,039$26.5B1.12%
37
MDTMEDTRONIC PLC
210,405$26.4B1.11%
38
TRVCCITIGROUP INC
362,201$25.4B1.07%
39
AMGNAMGEN INC
115,103$24.5B1.03%
40
SAPSAP SE
180,853$24.4B1.03%
41
ACNACCENTURE PLC IRELAND
74,320$23.8B1.00%
42
GDGENERAL DYNAMICS CORP
114,848$22.5B0.95%
43
BKRBAKER HUGHES COMPANY
907,210$22.4B0.95%
44
FLEXFLEX LTD
1,266,854$22.4B0.94%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
79,274$21.6B0.91%
46
YUSDALLEGHANY CORP MD
33,590$21.0B0.88%
47
IPINTERNATIONAL PAPER CO
368,961$20.6B0.87%
48
AZOAUTOZONE INC
11,850$20.1B0.85%
49
FDXFEDEX CORP
91,144$20.0B0.84%
50
BROSDUTCH BROS INC
459,005$19.9B0.84%
51
VENVENTAS INC
347,156$19.2B0.81%
52
MEOHMETHANEX CORP
413,861$19.1B0.80%
53
FFORD MTR CO DEL
1,338,490$19.0B0.80%
54
CVSCVS HEALTH CORP
218,778$18.6B0.78%
55
ULUNILEVER PLC
336,635$18.3B0.77%
56
TAPMOLSON COORS BEVERAGE CO
386,971$17.9B0.76%
57
DGXQUEST DIAGNOSTICS INC
121,654$17.7B0.74%
58
BLKBBLACKBAUD INC
249,235$17.5B0.74%
59
ICEINTERCONTINENTAL EXCHANGE IN
148,041$17.0B0.72%
60
VODVODAFONE GROUP PLC NEW
1,077,081$16.6B0.70%
61
MGAMAGNA INTL INC
204,835$15.4B0.65%
62
KMIKINDER MORGAN INC DEL
906,021$15.2B0.64%
63
HRCHILL-ROM HLDGS INC
100,319$15.0B0.63%
64
BXBLACKSTONE INC
125,587$14.6B0.62%
65
BDXBECTON DICKINSON & CO
58,562$14.4B0.61%
66
CBCHUBB LIMITED
77,768$13.5B0.57%
67
SBUXSTARBUCKS CORP
120,855$13.3B0.56%
68
MMM3M CO
74,863$13.1B0.55%
69
KELKELLOGG CO
203,209$13.0B0.55%
70
VVISA INC
53,360$11.9B0.50%
71
COSTCOSTCO WHSL CORP NEW
26,010$11.7B0.49%
72
WYWEYERHAEUSER CO MTN BE
312,455$11.1B0.47%
73
OREALTY INCOME CORP
161,988$10.5B0.44%
74
DWDMORGAN STANLEY
106,178$10.3B0.44%
75
CATCATERPILLAR INC
51,002$9.8B0.41%
76
VTRSVIATRIS INC
696,613$9.4B0.40%
77
SOSOUTHERN CO
131,054$8.1B0.34%
78
IMAIMAX CORP
415,229$7.9B0.33%
79
AGREURAVANGRID INC
161,978$7.9B0.33%
80
RDS/AROYAL DUTCH SHELL PLC
163,836$7.3B0.31%
81
MSGSMADISON SQUARE GRDN SPRT COR
37,296$6.9B0.29%
82
TSNTYSON FOODS INC
86,387$6.8B0.29%
83
DOCHEALTHPEAK PROPERTIES INC
196,319$6.6B0.28%
84
EMREMERSON ELEC CO
63,966$6.0B0.25%
85
ETNEATON CORP PLC
39,289$5.9B0.25%
86
LWLAMB WESTON HLDGS INC
92,350$5.7B0.24%
87
APDAIR PRODS & CHEMS INC
21,222$5.4B0.23%
88
UNPUNION PAC CORP
26,004$5.1B0.21%
89
TMOTHERMO FISHER SCIENTIFIC INC
8,732$5.0B0.21%
90
ECLECOLAB INC
23,607$4.9B0.21%
91
MUMICRON TECHNOLOGY INC
69,060$4.9B0.21%
92
LEGLEGGETT & PLATT INC
106,327$4.8B0.20%
93
INGRINGREDION INC
51,033$4.5B0.19%
94
0VVBVIACOMCBS INC
113,700$4.5B0.19%
95
WBAWALGREENS BOOTS ALLIANCE INC
92,581$4.4B0.18%
96
CNCCENTENE CORP DEL
67,536$4.2B0.18%
97
AMZNAMAZON COM INC
1,264$4.2B0.17%
98
MRSHMARSH & MCLENNAN COS INC
27,236$4.1B0.17%
99
HHC*HOWARD HUGHES CORP
42,522$3.7B0.16%
100
GOOGALPHABET INC
1,393$3.7B0.16%
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