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
$3.83B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$19.3M
3
+$11.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.9M
5
WAT icon
Waters Corp
WAT
+$3.62M

Top Sells

1
+$15.4M
2
+$14.7M
3
+$9.18M
4
MDXG icon
MiMedx Group
MDXG
+$3.91M
5
MA icon
Mastercard
MA
+$3.52M

Sector Composition

1 Financials 38.94%
2 Technology 13.69%
3 Healthcare 13.2%
4 Industrials 7.46%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.1M 1.34%
429,555
+310
27
$50.2M 1.31%
319,322
+10,853
28
$49.5M 1.29%
4,244,870
+253,475
29
$46.7M 1.22%
33,793
-1,337
30
$46.1M 1.2%
278,233
-1,997
31
$44.2M 1.16%
112,395
-8,958
32
$36.9M 0.96%
180,241
-1,495
33
$36.6M 0.96%
162,244
-2,898
34
$32.9M 0.86%
300,389
-16,273
35
$29.3M 0.76%
2,333,950
+62,783
36
$28.1M 0.74%
3,737,686
-1,957,972
37
$26.6M 0.7%
137,218
-1,085
38
$22.1M 0.58%
+545,486
39
$20.4M 0.53%
909,966
-75,702
40
$20.1M 0.53%
1,241,040
+10,893
41
$19.8M 0.52%
133,808
-2,737
42
$19M 0.5%
57,165
-307
43
$18.1M 0.47%
346,068
-6,825
44
$16.7M 0.44%
511,275
-1,900
45
$15.8M 0.41%
136,942
-2,178
46
$14.3M 0.37%
192,478
-2,516
47
$14.2M 0.37%
125,137
-80,720
48
$14M 0.37%
377,097
-3,560
49
$12.1M 0.32%
873,600
+27,783
50
$11.8M 0.31%
131,060
-2,248
1
2
3 4 5