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
$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
276
$232K 0.01%
11,200
277
$232K 0.01%
11,644
-1,253
278
$228K 0.01%
3,600
279
$225K 0.01%
1,948
280
$223K 0.01%
+1,204
281
$218K ﹤0.01%
5,000
282
$217K ﹤0.01%
2,700
-200
283
$216K ﹤0.01%
+15,120
284
$214K ﹤0.01%
+4,739
285
$214K ﹤0.01%
+7,000
286
$213K ﹤0.01%
1,694
-147
287
$211K ﹤0.01%
6,768
+350
288
$211K ﹤0.01%
3,500
289
$209K ﹤0.01%
+14,197
290
$209K ﹤0.01%
2,000
-438
291
$208K ﹤0.01%
123
292
$205K ﹤0.01%
3,494
293
$202K ﹤0.01%
6,378
294
$173K ﹤0.01%
11,246
295
$172K ﹤0.01%
+12,479
296
$148K ﹤0.01%
10,300
297
$143K ﹤0.01%
10,000
298
$93K ﹤0.01%
+10,595
299
$81K ﹤0.01%
+6,581
300
$46K ﹤0.01%
+14,259
9 10 11
12
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