BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.5B
1-Year Est. Return
20.97%
1 Year Est. Return
+20.97%
AUM
$5.5B
AUM Growth
+$260M
(+5%)
Holding
197
Top Buys
| 1 | +$43.7M | |
| 2 | +$10.1M | |
| 3 | +$2.91M | |
| 4 |
Ryan Specialty Holdings
RYAN
|
+$2.82M |
| 5 |
Abbott
ABT
|
+$2.38M |
Top Sells
| 1 | +$109M | |
| 2 | +$37.4M | |
| 3 | +$19.4M | |
| 4 |
Credit Acceptance
CACC
|
+$18.3M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$14.8M |
Sector Composition
| 1 | Financials | 36.71% |
| 2 | Healthcare | 13.78% |
| 3 | Technology | 9.34% |
| 4 | Industrials | 9.28% |
| 5 | Communication Services | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Rush Enterprises Class A
RUSHA
$4.01B
| $51.8M | 0.94% |
968,901
-12,487
|
|
||
27
Wabtec
WAB
$35.7B
| $47.8M | 0.87% |
238,475
-3,290
|
|
||
28
Berkshire Hathaway Class B
BRK.B
$1.11T
| $47.1M | 0.86% |
93,614
-1,011
|
|
||
29
Markel Group
MKL
$26.2B
| $44.6M | 0.81% |
23,350
-2,000
|
|
||
30
Globalstar
GSAT
$7.71B
| $42.5M | 0.77% |
1,169,269
-11,566
|
|
||
31
Johnson & Johnson
JNJ
$499B
| $41M | 0.75% |
220,920
-6,035
|
|
||
32
Amazon
AMZN
$2.49T
| $39.8M | 0.72% |
181,119
+2,199
|
|
||
33
Warner Bros
WBD
$59.5B
| $39.7M | 0.72% |
2,034,156
-209,023
|
|
||
34
Brookfield
BN
$105B
| $38.5M | 0.7% |
842,483
-2,850
|
|
||
35
Lowe's Companies
LOW
$136B
| $35.5M | 0.65% |
141,405
-738
|
|
||
36
Walmart
WMT
$881B
| $30.8M | 0.56% |
298,507
-2,200
|
|
||
37
Union Pacific
UNP
$138B
| $30.2M | 0.55% |
127,591
-50
|
|
||
38
Apple
AAPL
$4.12T
| $28.2M | 0.51% |
110,820
-2,146
|
|
||
39
Williams Companies
WMB
$74.4B
| $27.9M | 0.51% |
441,003
-10,471
|
|
||
40
Enterprise Products Partners
EPD
$70.8B
| $25.2M | 0.46% |
807,001
-87,859
|
|
||
41
Teva Pharmaceuticals
TEVA
$30.9B
| $22.2M | 0.4% |
1,096,980
-2,005
|
|
||
42
Hubbell
HUBB
$22.9B
| $21.3M | 0.39% |
49,550
-219
|
|
||
43
Enbridge
ENB
$106B
| $17M | 0.31% |
335,952
-11,642
|
|
||
44
Duke Energy
DUK
$96.4B
| $15.5M | 0.28% |
125,065
-900
|
|
||
45
Sysco
SYY
$36.5B
| $14.9M | 0.27% |
181,486
-625
|
|
||
46
Smith Douglas Homes
SDHC
$175M
| $14.4M | 0.26% |
812,842
-22,843
|
|
||
47
Park Aerospace
PKE
$386M
| $14M | 0.25% |
687,886
-64,211
|
|
||
48
Fortrea Holdings
FTRE
$1.17B
| $11.8M | 0.22% |
1,403,724
-615,208
|
|
||
49
Nutrien
NTR
$28.1B
| $11M | 0.2% |
186,640
+600
|
|
||
50
Sherwin-Williams
SHW
$85.2B
| $10.8M | 0.2% |
31,256
-4,507
|
|