BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+0.62%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$3.84B
AUM Growth
-$158M
(-4%)
Cap. Flow
-$170M
Cap. Flow
% of AUM
-4.43%
Top 10 Holdings %
Top 10 Hldgs %
32.08%
Holding
389
New
14
Increased
37
Reduced
152
Closed
31
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$45.7M |
| 2 |
American Express
AXP
|
$12.1M |
| 3 |
Labcorp
LH
|
$7.18M |
| 4 |
Grifois
GRFS
|
$3.21M |
| 5 |
SJT
San Juan Basin Royalty Trust
SJT
|
$2.71M |
Top Sells
| 1 |
RenaissanceRe
RNR
|
$36.5M |
| 2 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$17.4M |
| 3 |
Brookfield
BN
|
$15.9M |
| 4 |
Jefferies Financial Group
JEF
|
$13.3M |
| 5 |
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% |
