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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
$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
in Stake 		Capital Flow
276
– –
-6,150
277
– –
-10,069
278
– –
-11,098
279
– –
-16,475
280
– –
-95,000
281
– –
-4,750
282
– –
-3,825
283
– –
-24,354
284
– –
-83,353
285
– –
-24,631
286
– –
-10,005
287
– –
-5,546
288
– –
-6,520
289
– –
-20,430
290
– –
-16,200
291
$0 ﹤0.01%
59,956
8 9 10 11
12