BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.51B
1-Year Est. Return 16.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$10.7M
3
+$7.05M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$4.07M
5
PJT icon
PJT Partners
PJT
+$1.32M

Top Sells

1
+$33.2M
2
+$29.9M
3
+$28.8M
4
IBM icon
IBM
IBM
+$23.8M
5
QCOM icon
Qualcomm
QCOM
+$23.5M

Sector Composition

1 Financials 29.14%
2 Healthcare 15.63%
3 Industrials 10.9%
4 Technology 10.26%
5 Energy 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
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