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
$3.33B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.2M
3
+$12.4M
4
RDNT icon
RadNet
RDNT
+$5.78M
5
FERG icon
Ferguson
FERG
+$3.6M

Top Sells

1
+$51.7M
2
+$41.7M
3
+$5.12M
4
LUMN icon
Lumen
LUMN
+$3.33M
5
BX icon
Blackstone
BX
+$2.37M

Sector Composition

1 Financials 38.51%
2 Healthcare 14.16%
3 Technology 13.62%
4 Communication Services 9.18%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.1M 1.41%
780,030
+300,775
27
$44.1M 1.32%
495,435
-2,587
28
$43.4M 1.3%
3,977,724
-305,432
29
$42.3M 1.27%
305,077
-1,341
30
$40M 1.2%
126,645
-533
31
$39.9M 1.2%
187,020
-1,248
32
$38.7M 1.16%
1,614,482
-49,740
33
$36.2M 1.09%
325,001
+22,597
34
$31.2M 0.93%
+2,322,523
35
$30.3M 0.91%
173,530
-2,150
36
$29.4M 0.88%
325,905
-56,874
37
$27.7M 0.83%
337,714
-5,151
38
$23.6M 0.71%
360,982
-791,192
39
$22.9M 0.69%
1,241,513
+57,521
40
$22.9M 0.69%
2,280,350
+1,233,270
41
$19.3M 0.58%
140,983
-2,542
42
$17.5M 0.53%
144,504
-1,897
43
$17M 0.51%
200,294
-1,200
44
$16.6M 0.5%
392,972
+995
45
$16.4M 0.49%
218,848
-22,310
46
$16.3M 0.49%
521,271
+709
47
$15.2M 0.46%
299,033
-3,199
48
$14.8M 0.44%
138,324
+239
49
$14.8M 0.44%
185,336
+898
50
$14.7M 0.44%
362,343
-6,639
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