BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+5.49%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$2.93B
AUM Growth
-$371M
(-11%)
Cap. Flow
-$476M
Cap. Flow
% of AUM
-16.21%
Top 10 Holdings %
Top 10 Hldgs %
31.6%
Holding
354
New
22
Increased
28
Reduced
165
Closed
55
Top Buys
| 1 |
DigitalBridge
DBRG
|
$14.3M |
| 2 |
Hubbell
HUBB
|
$10.6M |
| 3 |
Credit Acceptance
CACC
|
$7.39M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$3.82M |
| 5 |
PJT Partners
PJT
|
$1.63M |
Top Sells
| 1 |
Jefferies Financial Group
JEF
|
$30.9M |
| 2 |
Fluor
FLR
|
$28.9M |
| 3 |
Devon Energy
DVN
|
$23.3M |
| 4 |
IBM
IBM
|
$23.3M |
| 5 |
ESGR
Enstar Group
ESGR
|
$22.1M |
Sector Composition
| 1 | Financials | 29.14% |
| 2 | Healthcare | 15.63% |
| 3 | Industrials | 10.9% |
| 4 | Technology | 10.26% |
| 5 | Energy | 9.89% |
