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
$2.85B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.66M
3
+$5.2M
4
EPD icon
Enterprise Products Partners
EPD
+$3.55M
5
WAB icon
Wabtec
WAB
+$2.73M

Top Sells

1
+$22.1M
2
+$10.4M
3
+$6.5M
4
ABT icon
Abbott
ABT
+$3.53M
5
BX icon
Blackstone
BX
+$3.28M

Sector Composition

1 Financials 30.91%
2 Healthcare 16.7%
3 Technology 13.21%
4 Industrials 9.38%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.1M 1.37%
1,374,716
+5,900
27
$39M 1.37%
230,374
-4,210
28
$34.4M 1.21%
2,017,401
-42,218
29
$28.5M 1%
284,332
-64,842
30
$27.2M 0.96%
3,648,980
+173,564
31
$25.6M 0.9%
1,213,151
-33,034
32
$24.7M 0.87%
364,990
-4,521
33
$24.5M 0.86%
745,942
+15,517
34
$24.2M 0.85%
239,740
-10,646
35
$21.2M 0.75%
371,544
-8,272
36
$20.5M 0.72%
1,191,442
-38,304
37
$19M 0.67%
363,341
-3,873
38
$18.4M 0.65%
230,171
-3,511
39
$17.6M 0.62%
488,201
-10,210
40
$16.3M 0.57%
1,767,777
-2,398,062
41
$16.2M 0.57%
229,398
-8,740
42
$15.9M 0.56%
432,306
-14,850
43
$15.3M 0.54%
545,918
-8,900
44
$14.7M 0.52%
1,065,134
+376,981
45
$14.6M 0.51%
165,509
-4,722
46
$14.6M 0.51%
88,691
-2,272
47
$13.1M 0.46%
171,419
-14,832
48
$11.7M 0.41%
218,994
-2,700
49
$10.9M 0.38%
64,177
-2,502
50
$10.7M 0.38%
81,859
-1,940
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2
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