BECKER CAPITAL MANAGEMENT INC Information

1211 SW 5TH AVE STE 2185, PORTLAND, Oregon, 97204, (503) 223-1720

Report Date: 12/31/2014

Position Statistics

Total Positions 161
New Positions 9
Increased Positions 61
Decreased Positions 85
Positions with Activity 146
Sold Out Positions 20
Total Mkt Value (in $ millions) 2,568

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.07%
Capital Goods 8.87%
Conglomerates
Consumer Cyclical 1.67%
Consumer/Non-Cyclical 5.42%
Energy 7.78%
Financial 21.45%
Healthcare 9.77%
Services 16.66%
Technology 19.44%
Transportation 3.65%
Utilities 1.22%

161 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CSX CORP COM 33,013 2,067 6.68 994,368
BLACKROCK INC COM 32,942 -53 (0.16) 91,094
RAYTHEON CO COM NEW 32,609 -3,735 (10.28) 296,631
CHEVRON CORP NEW COM 32,166 943 3.02 308,454
MORGAN STANLEY COM NEW 31,967 -2,887 (8.28) 892,182
TERADATA CORP DEL COM 31,220 7,988 34.38 730,966
XCEL ENERGY INC COM 30,946 -390 (1.25) 899,848
INTEL CORP COM 30,619 -13,159 (30.06) 956,849
TIME WARNER INC COM NEW 29,848 385 1.31 350,699
AGCO CORP COM 29,294 6,496 28.49 625,545
NATIONAL OILWELL VARCO INC COM 29,128 8,497 41.18 591,432
AVNET INC COM 27,239 265 .98 623,038
PHILLIPS 66 COM 27,106 -288 (1.05) 349,258
VALMONT INDS INC COM 26,124 18,355 236.23 216,531
DEVON ENERGY CORP NEW COM 24,612 259 1.06 416,089
TRIUMPH GROUP INC NEW COM 22,856 -4,479 (16.39) 397,079
BABCOCK & WILCOX CO NEW COM 21,232 166 .79 679,192
DISCOVERY COMMUNICATNS NEW COM SER C 20,954 20,954 New 703,850
EMERSON ELEC CO COM 17,939 200 1.13 317,272
COGNIZANT TECHNOLOGY SOLUTIONS CL A 17,254 -719 (4) 273,870