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
$3.15B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$64.5M
2
+$21.3M
3
+$8.72M
4
LUMN icon
Lumen
LUMN
+$5.13M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.87M

Top Sells

1
+$21.5M
2
+$14.4M
3
+$13.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$13.1M
5
ABT icon
Abbott
ABT
+$7.5M

Sector Composition

1 Financials 29.01%
2 Healthcare 16.47%
3 Technology 12.09%
4 Communication Services 10.94%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.8M 1.33%
472,530
-51,003
27
$41M 1.3%
251,807
-8,760
28
$38.2M 1.21%
358,439
-750
29
$37.3M 1.18%
3,275,529
+766,300
30
$33.1M 1.05%
2,085,569
-149,154
31
$31.1M 0.99%
402,492
+6,876
32
$30.5M 0.97%
1,657,417
-154,525
33
$30.3M 0.96%
263,727
-18,753
34
$27.6M 0.88%
931,801
+43,875
35
$27.1M 0.86%
1,266,743
-245,448
36
$25.5M 0.81%
880,045
-452,558
37
$24.5M 0.78%
1,244,825
-734,281
38
$22.8M 0.72%
94,498
-1,490
39
$21.2M 0.67%
397,228
-25,492
40
$20M 0.64%
235,789
-9,009
41
$19.2M 0.61%
364,251
-39,579
42
$18.9M 0.6%
257,342
-12,557
43
$17.6M 0.56%
260,029
-317,688
44
$16.8M 0.53%
521,359
-47,909
45
$15.3M 0.48%
560,861
-45,558
46
$15M 0.48%
480,336
-14,505
47
$15M 0.48%
187,776
-12,997
48
$13.4M 0.42%
231,634
-20,880
49
$11.8M 0.38%
173,617
-9,925
50
$11.7M 0.37%
87,906
-1,475
1
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