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
$2.84B
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$21.2M
3
+$7.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.44M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$670K

Top Sells

1
+$6.67M
2
+$5.28M
3
+$4.49M
4
BX icon
Blackstone
BX
+$3.91M
5
MKL icon
Markel Group
MKL
+$3.77M

Sector Composition

1 Financials 33.64%
2 Healthcare 16.1%
3 Technology 12.72%
4 Communication Services 9.65%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40.3M 1.42%
340,681
-5,305
27
$38.1M 1.34%
2,013,399
-4,002
28
$37.2M 1.31%
229,462
-912
29
$33.6M 1.18%
1,363,676
-11,040
30
$31.1M 1.1%
963,942
+218,000
31
$24.9M 0.88%
226,751
-12,989
32
$23.8M 0.84%
239,204
-45,128
33
$23.8M 0.84%
1,185,956
-27,195
34
$22.2M 0.78%
367,700
-3,844
35
$21.8M 0.77%
344,218
-20,772
36
$21.4M 0.75%
511,615
+505,847
37
$19.6M 0.69%
3,733,430
+84,450
38
$18.2M 0.64%
228,948
-450
39
$18.1M 0.64%
326,492
-36,849
40
$17.3M 0.61%
215,356
-14,815
41
$17M 0.6%
483,335
-4,866
42
$16.9M 0.6%
428,256
-4,050
43
$16.6M 0.58%
2,413,422
+645,645
44
$15.7M 0.55%
163,609
-1,900
45
$15.3M 0.54%
1,067,039
+1,905
46
$13.1M 0.46%
545,529
-389
47
$12.7M 0.45%
87,271
-1,420
48
$11.4M 0.4%
161,923
-9,496
49
$10.7M 0.38%
215,194
-3,800
50
$10.1M 0.36%
63,857
-320
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