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
$3.84B
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$12.1M
3
+$7.18M
4
GRFS icon
Grifois
GRFS
+$3.21M
5
SJT
San Juan Basin Royalty Trust
SJT
+$2.71M

Top Sells

1
+$36.5M
2
+$17.4M
3
+$15.9M
4
JEF icon
Jefferies Financial Group
JEF
+$13.3M
5
IBM icon
IBM
IBM
+$9.65M

Sector Composition

1 Financials 28.3%
2 Healthcare 16.17%
3 Energy 13.77%
4 Industrials 11.37%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$255K 0.01%
5,445
252
$254K 0.01%
19,150
-1,700
253
$254K 0.01%
4,600
254
$254K 0.01%
72,600
255
$244K 0.01%
2,867
256
$243K 0.01%
14,305
+19
257
$243K 0.01%
23,410
258
$243K 0.01%
1,007
259
$242K 0.01%
2,760
260
$241K 0.01%
4,200
261
$238K 0.01%
11,098
262
$234K 0.01%
11,000
-100
263
$230K 0.01%
15,522
+337
264
$230K 0.01%
5,706
-2,000
265
$230K 0.01%
13,000
266
$227K 0.01%
13,100
-4,400
267
$226K 0.01%
3,450
268
$220K 0.01%
5,738
269
$219K 0.01%
2,000
270
$216K 0.01%
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271
$215K 0.01%
7,200
272
$215K 0.01%
3,475
-1,500
273
$213K 0.01%
2,650
-59
274
$213K 0.01%
3,717
275
$212K 0.01%
2,217
9 10
11
12 13