BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$280K 0.01%
3,450
252
$275K 0.01%
5,575
253
$272K 0.01%
6,000
254
$272K 0.01%
11,357
-166
255
$270K 0.01%
5,121
256
$267K 0.01%
3,600
-362
257
$267K 0.01%
2,250
258
$266K 0.01%
532,800
-12,100
259
$264K 0.01%
+3,920
260
$263K 0.01%
3,222
+200
261
$261K 0.01%
4,200
262
$259K 0.01%
20,300
+2,700
263
$259K 0.01%
3,680
-158
264
$257K 0.01%
6,800
265
$253K 0.01%
2,325
266
$251K 0.01%
53,500
267
$249K 0.01%
9,000
268
$249K 0.01%
23,410
269
$245K 0.01%
5,100
270
$244K 0.01%
12,000
271
$243K 0.01%
5,845
272
$241K 0.01%
5,700
273
$239K 0.01%
+10,756
274
$235K 0.01%
+1,000
275
$234K 0.01%
3,778
9 10
11
12 13