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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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$19.8M
3
+$19.2M
4
KMI icon
Kinder Morgan
KMI
+$1.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.47M

Top Sells

1
+$12M
2
+$11.9M
3
+$11.6M
4
ROP icon
Roper Technologies
ROP
+$4.59M
5
ABT icon
Abbott
ABT
+$4.12M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-16,382
227
– –
-4,535
228
– –
-7,841
229
– –
-1,556
6 7 8 9
10