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
$2.78B
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2M
3
+$1.81M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.19M
5
APO icon
Apollo Global Management
APO
+$780K

Top Sells

1
+$22M
2
+$8.45M
3
+$6.55M
4
ESGR
Enstar Group
ESGR
+$5.85M
5
LOW icon
Lowe's Companies
LOW
+$5.45M

Sector Composition

1 Financials 30.15%
2 Healthcare 15.18%
3 Industrials 12.03%
4 Energy 11.5%
5 Technology 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37M 1.33%
658,598
-2,954
27
$35.6M 1.28%
3,022,557
-36,071
28
$35.2M 1.27%
770,472
-18,655
29
$34.6M 1.24%
1,131,259
+106,816
30
$33.8M 1.21%
325,805
-3,814
31
$33.2M 1.19%
1,401,396
-5,000
32
$29.1M 1.05%
322,254
-2,780
33
$28.8M 1.04%
388,970
-11,775
34
$28.6M 1.03%
344,693
-806
35
$27.1M 0.97%
1,686,289
-407,818
36
$25.7M 0.92%
625,477
-8,300
37
$25.7M 0.92%
512,050
-17,827
38
$24.7M 0.89%
481,312
-23,151
39
$24.5M 0.88%
343,846
-76,601
40
$24.3M 0.87%
454,312
-1,395
41
$20.1M 0.72%
108,178
-2,795
42
$18.7M 0.67%
312,781
-1,775
43
$18.3M 0.66%
280,219
-2,324
44
$18.1M 0.65%
569,614
-692,760
45
$17.1M 0.62%
549,505
-100
46
$16.5M 0.59%
212,886
-691
47
$16.5M 0.59%
297,964
-5,548
48
$16.2M 0.58%
1,599,136
-20,409
49
$14.2M 0.51%
104,173
-19,133
50
$13.9M 0.5%
57
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