BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.5B
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
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
+$14.3M
2
+$10.6M
3
+$7.39M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.82M
5
PJT icon
PJT Partners
PJT
+$1.63M

Top Sells

1
+$30.9M
2
+$28.9M
3
+$23.3M
4
IBM icon
IBM
IBM
+$23.3M
5
ESGR
Enstar Group
ESGR
+$22.1M

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
26
$44M 1.5%
333,455
-26,040
27
$42.7M 1.45%
846,539
-207,073
28
$42.5M 1.45%
558,930
-7,974
29
$41.4M 1.41%
2,556,852
-186,300
30
$41.2M 1.41%
758,525
-3,125
31
$39M 1.33%
561,472
-120,860
32
$33.3M 1.13%
1,039,323
-729,569
33
$29.9M 1.02%
382,129
+2,033
34
$29.9M 1.02%
1,382,529
+6,133
35
$28.1M 0.96%
601,785
-48,266
36
$27.6M 0.94%
353,659
-79,119
37
$27.1M 0.92%
1,782,082
-591,165
38
$24.8M 0.84%
348,245
+215
39
$22.7M 0.77%
491,611
-8,235
40
$20M 0.68%
176,819
-116,112
41
$19.4M 0.66%
130,030
-320
42
$18.1M 0.62%
1,825,655
-202,355
43
$17.2M 0.59%
717,271
-16,570
44
$16.4M 0.56%
291,750
-7,827
45
$15.6M 0.53%
321,625
+295,375
46
$15.6M 0.53%
218,265
-703
47
$14.4M 0.49%
2,275,961
-430,075
48
$13.9M 0.47%
339,500
-8,893
49
$12.9M 0.44%
101,026
-858
50
$12.4M 0.42%
483,788
+3,133
1
2
3 4 5