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
$3.4B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.8M
3
+$6.52M
4
BAM icon
Brookfield Asset Management
BAM
+$5.69M
5
RDNT icon
RadNet
RDNT
+$3.6M

Top Sells

1
+$10.7M
2
+$10.3M
3
+$7.93M
4
BN icon
Brookfield
BN
+$7.25M
5
KKR icon
KKR & Co
KKR
+$6.58M

Sector Composition

1 Financials 40.62%
2 Healthcare 14.42%
3 Technology 12.45%
4 Communication Services 6.82%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.9M 1.41%
435,811
+450
27
$44.8M 1.32%
303,234
-693
28
$43.8M 1.29%
346,862
+7,940
29
$43M 1.26%
123,781
-3,267
30
$40.7M 1.19%
3,837,033
+1,302,902
31
$37.7M 1.11%
181,984
-2,388
32
$33M 0.97%
165,552
-4,538
33
$32.5M 0.95%
325,584
-6,600
34
$31.9M 0.94%
1,509,660
+1,387,980
35
$25.5M 0.75%
200,864
-26,650
36
$25M 0.73%
1,191,215
-345,900
37
$24.9M 0.73%
1,249,247
-1,866
38
$21.6M 0.63%
2,277,516
-73,260
39
$20.4M 0.6%
249,336
-22,431
40
$18.6M 0.55%
137,317
-3,985
41
$18.1M 0.53%
139,006
-862
42
$17.1M 0.5%
518,785
+730
43
$17M 0.5%
360,543
44
$15.8M 0.46%
142,295
-2,767
45
$15.3M 0.45%
391,483
46
$15.2M 0.45%
199,294
-400
47
$14.4M 0.42%
2,752,545
-929,937
48
$14.1M 0.41%
136,940
-450
49
$13.7M 0.4%
58,432
-30
50
$13.4M 0.39%
184,136
-200
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2
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