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
$3.66B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$158M
3
+$135M
4
ROP icon
Roper Technologies
ROP
+$121M
5
DOV icon
Dover
DOV
+$117M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.73%
2 Healthcare 16.34%
3 Energy 12.96%
4 Industrials 10.14%
5 Technology 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.37%
+395,846
52
$12.4M 0.34%
+143,406
53
$12.2M 0.33%
+223,355
54
$11.6M 0.32%
+116,690
55
$11.3M 0.31%
+67
56
$11M 0.3%
+98,441
57
$10.8M 0.3%
+116,262
58
$10.8M 0.29%
+140,299
59
$10.5M 0.29%
+1,277,767
60
$8.92M 0.24%
+222,341
61
$8.54M 0.23%
+309,231
62
$8.49M 0.23%
+289,353
63
$8.14M 0.22%
+327,655
64
$7.99M 0.22%
+209,570
65
$7.66M 0.21%
+268,739
66
$7.64M 0.21%
+68,772
67
$6.73M 0.18%
+317,310
68
$6.53M 0.18%
+84,245
69
$6.34M 0.17%
+447,888
70
$5.52M 0.15%
+65,212
71
$5.13M 0.14%
+428,172
72
$4.85M 0.13%
+117,463
73
$4.4M 0.12%
+106,490
74
$4.39M 0.12%
+76,560
75
$4.28M 0.12%
+106,996
1 2
3
4 5