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
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.5M
3
+$12.1M
4
CACC icon
Credit Acceptance
CACC
+$3.89M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.63M

Top Sells

1
+$25.7M
2
+$18M
3
+$17.3M
4
COP icon
ConocoPhillips
COP
+$14.2M
5
ROP icon
Roper Technologies
ROP
+$2.31M

Sector Composition

1 Financials 30.47%
2 Healthcare 15.48%
3 Industrials 12.24%
4 Energy 11.25%
5 Technology 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.4M 1.38%
649,172
-9,426
27
$38.3M 1.34%
2,941,656
-80,901
28
$33.7M 1.18%
318,138
-7,667
29
$33.7M 1.18%
1,403,796
+2,400
30
$30.9M 1.08%
741,362
-29,110
31
$30.7M 1.08%
+667,593
32
$30.7M 1.07%
1,624,199
-62,090
33
$29.7M 1.04%
375,538
-13,432
34
$27.5M 0.96%
335,052
-8,794
35
$26.8M 0.94%
395,052
-264,370
36
$26.7M 0.93%
341,693
-3,000
37
$25.5M 0.89%
+609,847
38
$25.4M 0.89%
309,312
-12,942
39
$24.7M 0.87%
480,460
-852
40
$22.2M 0.78%
454,612
+300
41
$20.6M 0.72%
105,673
-2,505
42
$18.6M 0.65%
278,031
-2,188
43
$18.2M 0.64%
613,705
+64,200
44
$17.7M 0.62%
216,020
+3,134
45
$17.3M 0.61%
564,032
-5,582
46
$16.1M 0.56%
1,544,271
-54,865
47
$15.9M 0.56%
307,511
-5,270
48
$15.3M 0.54%
294,726
-3,238
49
$14.6M 0.51%
2,015,975
-67,658
50
$14.2M 0.5%
57
1
2
3 4 5