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
$3.05B
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$19.2M
3
+$5.66M
4
ESTR
Estre Ambiental, Inc.
ESTR
+$3.67M
5
RDNT icon
RadNet
RDNT
+$1.35M

Top Sells

1
+$72.8M
2
+$11.5M
3
+$11M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$9.52M
5
CACC icon
Credit Acceptance
CACC
+$9.44M

Sector Composition

1 Financials 29.72%
2 Healthcare 15.36%
3 Energy 11.35%
4 Technology 10.6%
5 Communication Services 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$43.1M 1.41%
1,626,636
+724,406
27
$41.5M 1.36%
685,435
-18,598
28
$38M 1.25%
283,642
-25,855
29
$37.4M 1.23%
2,408,910
-82,223
30
$35.5M 1.16%
1,547,613
-36,766
31
$34.1M 1.12%
343,009
-12,366
32
$32.4M 1.06%
602,674
-9,388
33
$32.3M 1.06%
2,003,636
-589,903
34
$27.8M 0.91%
299,044
-9,838
35
$27.8M 0.91%
1,413,703
-3,160
36
$26M 0.85%
362,788
-18,765
37
$24.8M 0.81%
99,564
-2,432
38
$23.2M 0.76%
432,769
-4,211
39
$23.1M 0.76%
436,769
-3,294
40
$22.7M 0.75%
271,781
-24,955
41
$22.7M 0.74%
580,379
-1,280
42
$21.6M 0.71%
1,931,800
+41,800
43
$18.4M 0.6%
604,119
-9,536
44
$17.8M 0.58%
211,284
-2,022
45
$16.8M 0.55%
277,122
-1,337
46
$16.8M 0.55%
509,691
-21,000
47
$14.4M 0.47%
348,691
-278,330
48
$12.7M 0.42%
1,541,290
-374,176
49
$12.7M 0.42%
189,902
-1,832
50
$12.6M 0.41%
611,910
-1,150
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2
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