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
26
$72.5M 1.63%
694,331
-19,109
27
$72.2M 1.62%
1,257,697
+114,910
28
$68.8M 1.54%
802,288
-32,520
29
$67.9M 1.52%
3,630,259
-29,241
30
$58.2M 1.31%
1,986,465
+391,750
31
$55M 1.23%
546,337
+10,988
32
$54.5M 1.22%
430,439
-3,858
33
$53.8M 1.21%
454,104
-25,360
34
$52.7M 1.18%
2,733,360
-39,444
35
$49.8M 1.12%
1,037,725
-42,833
36
$46.8M 1.05%
469,146
-6,882
37
$36.4M 0.82%
+1,070,406
38
$35.4M 0.79%
806,008
-8,452
39
$33.4M 0.75%
403,857
-11,095
40
$32.7M 0.73%
768,998
-11,251
41
$31.8M 0.71%
717,235
-133,383
42
$29.8M 0.67%
511,215
-3,100
43
$29.2M 0.66%
307,819
-6,243
44
$25.5M 0.57%
1,071,631
-6,444
45
$25.3M 0.57%
516,397
-5
46
$23.7M 0.53%
294,347
-2,196
47
$22.1M 0.5%
145,895
-2,585
48
$19.8M 0.44%
240,431
-6,680
49
$19.5M 0.44%
149,201
-11,502
50
$16.6M 0.37%
223,559
+2,134
1
2
3 4 5