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
301
$41K ﹤0.01%
+12,000
302
$39K ﹤0.01%
+10,800
303
$24K ﹤0.01%
1,500
304
$17K ﹤0.01%
22,000
-27,400
305
$15K ﹤0.01%
4
306
– –
-5,326
307
– –
-4,000
308
– –
-4,288
309
– –
-914,775
310
– –
-23,607
311
– –
-8,400
312
– –
-15,400
313
– –
-11,956
314
$0 ﹤0.01%
81,550
+55
315
– –
-11,400
316
$0 ﹤0.01%
59,956
9 10 11 12
13