BECKER CAPITAL MANAGEMENT INC Q4 2021 Filing

Filed February 8, 2022

Portfolio Value

$2.5T

Holdings

199

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
395,398$133.0B5.26%
2
AAPLAPPLE INC
743,315$132.0B5.22%
3
JPMJPMORGAN CHASE & CO
403,402$63.9B2.53%
4
SCHWSCHWAB CHARLES CORP
725,313$61.0B2.41%
5
EMBJEMBRAER S.A.
3,344,257$59.4B2.35%
6
CSCOCISCO SYS INC
863,891$54.7B2.16%
7
PFEPFIZER INC
892,955$52.7B2.09%
8
QCOMQUALCOMM INC
257,140$47.0B1.86%
9
JNJJOHNSON & JOHNSON
254,069$43.5B1.72%
10
GSGOLDMAN SACHS GROUP INC
109,037$41.7B1.65%
11
HDHOME DEPOT INC
98,908$41.0B1.62%
12
USBUS BANCORP DEL
721,723$40.5B1.60%
13
BACBK OF AMERICA CORP
896,170$39.9B1.58%
14
CIENCIENA CORP
516,639$39.8B1.57%
15
TAT&T INC
1,579,288$38.9B1.54%
16
DISDISNEY WALT CO
248,819$38.5B1.52%
17
WMTWALMART INC
263,927$38.2B1.51%
18
KRKROGER CO
842,944$38.2B1.51%
19
FRCBFIRST REP BK SAN FRANCISCO C
183,946$38.0B1.50%
20
MCKMCKESSON CORP
145,660$36.2B1.43%
21
INTCINTEL CORP
694,837$35.8B1.41%
22
BLKCHFBLACKROCK INC
39,028$35.7B1.41%
23
PGPROCTER AND GAMBLE CO
214,920$35.2B1.39%
24
AZNASTRAZENECA PLC
584,479$34.0B1.35%
25
7HPHP INC
896,425$33.8B1.34%
26
GOOGLALPHABET INC
11,462$33.2B1.31%
27
METAMETA PLATFORMS INC
96,798$32.6B1.29%
28
CRMSALESFORCE COM INC
125,268$31.8B1.26%
29
FEFIRSTENERGY CORP
746,753$31.1B1.23%
30
CVXCHEVRON CORP NEW
261,001$30.6B1.21%
31
TELTE CONNECTIVITY LTD
189,267$30.5B1.21%
32
ACNACCENTURE PLC IRELAND
71,575$29.7B1.17%
33
MRKMERCK & CO INC
382,376$29.3B1.16%
34
GILDGILEAD SCIENCES INC
380,949$27.7B1.09%
35
BLKBBLACKBAUD INC
338,575$26.7B1.06%
36
NEMNEWMONT CORP
426,272$26.4B1.05%
37
RTXRAYTHEON TECHNOLOGIES CORP
305,545$26.3B1.04%
38
FFORD MTR CO DEL
1,263,583$26.2B1.04%
39
ALSALLSTATE CORP
222,928$26.2B1.04%
40
AMGNAMGEN INC
113,545$25.5B1.01%
41
SAPSAP SE
181,615$25.4B1.01%
42
AZOAUTOZONE INC
11,522$24.2B0.96%
43
YUSDALLEGHANY CORP MD
34,779$23.2B0.92%
44
FDXFEDEX CORP
89,613$23.2B0.92%
45
GDGENERAL DYNAMICS CORP
111,073$23.2B0.92%
46
FLEXFLEX LTD
1,237,020$22.7B0.90%
47
BKRBAKER HUGHES COMPANY
941,502$22.7B0.90%
48
BRK/BBERKSHIRE HATHAWAY INC DEL
75,541$22.6B0.89%
49
MDTMEDTRONIC PLC
215,728$22.3B0.88%
50
CVSCVS HEALTH CORP
211,591$21.8B0.86%
51
TRVCCITIGROUP INC
358,438$21.6B0.86%
52
ICEINTERCONTINENTAL EXCHANGE IN
149,213$20.4B0.81%
53
DGXQUEST DIAGNOSTICS INC
117,944$20.4B0.81%
54
LWLAMB WESTON HLDGS INC
284,014$18.0B0.71%
55
ULUNILEVER PLC
328,563$17.7B0.70%
56
VENVENTAS INC
335,681$17.2B0.68%
57
IPINTERNATIONAL PAPER CO
363,386$17.1B0.68%
58
MEOHMETHANEX CORP
414,497$16.4B0.65%
59
MGAMAGNA INTL INC
198,108$16.0B0.63%
60
OREALTY INCOME CORP
216,732$15.5B0.61%
61
CBCHUBB LIMITED
78,755$15.2B0.60%
62
KMIKINDER MORGAN INC DEL
947,682$15.0B0.59%
63
BXBLACKSTONE INC
115,201$14.9B0.59%
64
COSTCOSTCO WHSL CORP NEW
25,305$14.4B0.57%
65
SBUXSTARBUCKS CORP
118,693$13.9B0.55%
66
BDXBECTON DICKINSON & CO
53,978$13.6B0.54%
67
MMM3M CO
76,190$13.5B0.54%
68
WYWEYERHAEUSER CO MTN BE
312,490$12.9B0.51%
69
BROSDUTCH BROS INC
237,995$12.1B0.48%
70
VVISA INC
54,687$11.9B0.47%
71
VTRSVIATRIS INC
858,438$11.6B0.46%
72
CATCATERPILLAR INC
52,344$10.8B0.43%
73
KELKELLOGG CO
166,235$10.7B0.42%
74
DWDMORGAN STANLEY
93,990$9.2B0.36%
75
VODVODAFONE GROUP PLC NEW
602,447$9.0B0.36%
76
SOSOUTHERN CO
128,018$8.8B0.35%
77
ALKALASKA AIR GROUP INC
160,259$8.3B0.33%
78
AGREURAVANGRID INC
157,614$7.9B0.31%
79
DISCKUSDDISCOVERY INC
334,384$7.7B0.30%
80
IMAIMAX CORP
406,599$7.3B0.29%
81
ETNEATON CORP PLC
40,891$7.1B0.28%
82
COLMCOLUMBIA SPORTSWEAR CO
71,652$7.0B0.28%
83
DOCHEALTHPEAK PROPERTIES INC
190,661$6.9B0.27%
84
EMREMERSON ELEC CO
73,808$6.9B0.27%
85
UNPUNION PAC CORP
26,358$6.6B0.26%
86
MUMICRON TECHNOLOGY INC
70,018$6.5B0.26%
87
RDS/AROYAL DUTCH SHELL PLC
147,212$6.4B0.25%
88
TMOTHERMO FISHER SCIENTIFIC INC
9,085$6.1B0.24%
89
GOGROCERY OUTLET HLDG CORP
207,754$5.9B0.23%
90
ECLECOLAB INC
24,162$5.7B0.22%
91
CNCCENTENE CORP DEL
67,885$5.6B0.22%
92
TSNTYSON FOODS INC
59,637$5.2B0.21%
93
WBAWALGREENS BOOTS ALLIANCE INC
90,968$4.7B0.19%
94
HHC*HOWARD HUGHES CORP
43,487$4.4B0.18%
95
MRSHMARSH & MCLENNAN COS INC
24,875$4.3B0.17%
96
UNHUNITEDHEALTH GROUP INC
8,556$4.3B0.17%
97
PHGKONINKLIJKE PHILIPS N V
112,786$4.2B0.16%
98
NKENIKE INC
24,626$4.1B0.16%
99
GOOGALPHABET INC
1,395$4.0B0.16%
100
AMZNAMAZON COM INC
1,180$3.9B0.16%
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