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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.5M
3
+$17.3M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.51M

Top Sells

1
+$12.2M
2
+$11.4M
3
+$10.7M
4
ROP icon
Roper Technologies
ROP
+$4.76M
5
ABT icon
Abbott
ABT
+$4.38M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$43.6M 1.43%
2,593,539
-23,592
27
$37.4M 1.23%
612,062
-30,361
28
$36.7M 1.21%
2,491,133
-143,907
29
$36.1M 1.19%
704,033
-41,035
30
$35.9M 1.18%
309,497
-4,575
31
$34.7M 1.14%
1,584,379
-23,366
32
$34.6M 1.14%
1,416,863
+10,400
33
$32.1M 1.06%
355,375
-17,506
34
$30.9M 1.02%
381,553
-12,038
35
$24.7M 0.81%
308,882
-16,238
36
$24.3M 0.8%
581,659
-6,717
37
$24.3M 0.8%
296,736
-3,516
38
$23.5M 0.77%
+902,230
39
$23.4M 0.77%
436,980
-39,983
40
$23M 0.76%
627,021
-65,721
41
$23M 0.76%
101,996
-937
42
$21.8M 0.72%
440,063
-3,651
43
$21.1M 0.7%
1,890,000
+45,700
44
$18.4M 0.61%
613,655
-2,000
45
$17.9M 0.59%
213,306
-616
46
$17.8M 0.59%
942,890
+913,890
47
$15.9M 0.52%
276,681
-800
48
$15M 0.49%
278,459
-3,728
49
$15M 0.49%
1,915,466
-38,860
50
$13.8M 0.45%
530,691
-798
1
2
3 4 5