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BMO

Beck Mack & Oliver Portfolio holdings

AUM $4.85B
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$20.9M
3
+$13.4M
4
APO icon
Apollo Global Management
APO
+$5.11M
5
DBRG icon
DigitalBridge
DBRG
+$4.38M

Top Sells

1
+$39M
2
+$6.69M
3
+$6.33M
4
ESGR
Enstar Group
ESGR
+$5.3M
5
DVN icon
Devon Energy
DVN
+$4.48M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K ﹤0.01%
468,900
-300
227
$26K ﹤0.01%
18,700
228
$5K ﹤0.01%
4
229
– –
-2,775
230
– –
-11,000
231
– –
-8,934
232
– –
-1,497
233
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-7,716
234
– –
-12,520
235
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-19,150
236
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-23,650
237
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-10,800
238
– –
-20,757
239
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-6,581
240
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-5,680
241
– –
-10,000
242
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-2,690
243
– –
-10,300
244
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-19,318
245
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-12,031
246
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247
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-24,710
248
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249
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-5,393
250
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-18,000
7 8 9
10
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