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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.3M 1.55%
311,962
-21,493
27
$40.9M 1.43%
539,575
-19,355
28
$39.3M 1.37%
777,822
-68,717
29
$36.6M 1.28%
2,368,957
-187,895
30
$36.3M 1.27%
2,122,997
+340,915
31
$32.7M 1.14%
532,400
-29,072
32
$30.4M 1.06%
1,377,063
-5,466
33
$29.9M 1.05%
376,331
-5,798
34
$29.1M 1.01%
347,605
-6,054
35
$27.4M 0.96%
345,399
-2,846
36
$25.9M 0.91%
479,733
-11,878
37
$24M 0.84%
261,575
+257,943
38
$23.7M 0.83%
588,412
-13,373
39
$23.5M 0.82%
855,104
-184,219
40
$22.3M 0.78%
+663,775
41
$21.6M 0.75%
704,904
-12,367
42
$19.1M 0.67%
420,850
+99,225
43
$19.1M 0.67%
117,290
-12,740
44
$18.8M 0.66%
157,259
-19,560
45
$17.6M 0.61%
1,768,955
-56,700
46
$17.4M 0.61%
215,501
-2,764
47
$16M 0.56%
288,050
-3,700
48
$14.8M 0.52%
315,918
-23,582
49
$14M 0.49%
2,192,574
-83,387
50
$13.1M 0.46%
2,544,748
-40,587
1
2
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