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
$3.99B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$25.4M
3
+$16.8M
4
OWL icon
Blue Owl Capital
OWL
+$13.3M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$12.3M

Top Sells

1
+$28.8M
2
+$11.3M
3
+$9.32M
4
MTDR icon
Matador Resources
MTDR
+$8.28M
5
LUMN icon
Lumen
LUMN
+$5.76M

Sector Composition

1 Financials 39.86%
2 Technology 14.72%
3 Healthcare 13.01%
4 Communication Services 8.53%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.4M 1.34%
213,934
-45,386
27
$52.1M 1.31%
294,041
-10,463
28
$51.4M 1.29%
188,268
-2,894
29
$50.7M 1.27%
1,664,222
-10,027
30
$50.5M 1.26%
498,022
+52,008
31
$48.3M 1.21%
4,283,156
-510,813
32
$45.9M 1.15%
302,404
+16,769
33
$45.5M 1.14%
382,779
-242,389
34
$45.5M 1.14%
127,178
+20,840
35
$41.7M 1.04%
1,669,455
-42,464
36
$35.5M 0.89%
175,680
-3,989
37
$33M 0.83%
342,865
-50,053
38
$31.9M 0.8%
+479,255
39
$26.1M 0.65%
1,183,992
-8,517
40
$25.1M 0.63%
143,525
-2,597
41
$23M 0.58%
146,401
-3,463
42
$21.7M 0.54%
241,158
-103,588
43
$19.2M 0.48%
184,438
+512
44
$18.3M 0.46%
368,982
-3,813
45
$18.1M 0.45%
391,977
-3,908
46
$17.4M 0.44%
520,562
-2,993
47
$16.5M 0.41%
201,494
-1,064
48
$15.4M 0.39%
138,085
-1,392
49
$15.4M 0.39%
302,232
-6,193
50
$13.7M 0.34%
166,690
-5,808
1
2
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