BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.5B
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
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
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

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
– –
-12,520
230
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-19,150
231
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-23,650
232
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-2,775
233
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-11,000
234
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-8,934
235
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-1,497
236
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-10,800
237
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-20,757
238
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-6,581
239
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-7,716
240
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-5,680
241
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-10,000
242
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-2,690
243
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-10,300
244
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245
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-12,031
246
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-27,205
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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