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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
$2.77B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.43M
3
+$6.1M
4
BX icon
Blackstone
BX
+$6.08M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$4.66M

Top Sells

1
+$37.8M
2
+$13.7M
3
+$12.8M
4
WAT icon
Waters Corp
WAT
+$9.87M
5
MRK icon
Merck
MRK
+$5.3M

Sector Composition

1 Financials 27.29%
2 Healthcare 16.95%
3 Industrials 12.07%
4 Energy 11.07%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-9,500
227
– –
-1,880
228
– –
-5,000
229
– –
-22,418
230
– –
-18,428
231
– –
-10,550
232
– –
-6,250
233
– –
-18,109
234
– –
-41,771
235
– –
-48,460
6 7 8 9
10