BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$352K 0.01%
+22,614
227
$351K 0.01%
7,600
228
$344K 0.01%
33,160
+460
229
$343K 0.01%
3,000
230
$340K 0.01%
+8,802
231
$340K 0.01%
7,124
-99
232
$339K 0.01%
7,200
233
$339K 0.01%
8,924
234
$333K 0.01%
6,075
-200
235
$332K 0.01%
9,000
236
$326K 0.01%
8,982
-4,000
237
$325K 0.01%
8,400
238
$324K 0.01%
20,850
239
$323K 0.01%
2,760
240
$317K 0.01%
7,813
+300
241
$309K 0.01%
17,650
-100
242
$299K 0.01%
4,600
243
$292K 0.01%
3,250
244
$288K 0.01%
13,500
245
$288K 0.01%
3,500
246
$286K 0.01%
2,425
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247
$285K 0.01%
15,400
248
$284K 0.01%
2,818
-176
249
$284K 0.01%
+10,069
250
$280K 0.01%
9,500
8 9
10
11 12