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
$4.28B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$12.8M
3
+$10.4M
4
SJT
San Juan Basin Royalty Trust
SJT
+$10.3M
5
RNR icon
RenaissanceRe
RNR
+$10.3M

Top Sells

1
+$21.2M
2
+$8.04M
3
+$7.31M
4
MRK icon
Merck
MRK
+$7.26M
5
IBM icon
IBM
IBM
+$6.17M

Sector Composition

1 Financials 23.63%
2 Healthcare 15.01%
3 Energy 14.65%
4 Technology 11.71%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.7M 0.37%
618,102
-5,349
52
$14.2M 0.33%
76
+9
53
$13.7M 0.32%
380,283
-4,450
54
$12.8M 0.3%
+405,075
55
$12.6M 0.29%
188,203
-32,467
56
$11.9M 0.28%
99,015
-3,795
57
$11.6M 0.27%
110,092
-666
58
$11.6M 0.27%
95,769
-1,052
59
$10.6M 0.25%
131,795
-4,329
60
$9.79M 0.23%
119,508
-20,618
61
$9.48M 0.22%
286,822
-24,770
62
$8.8M 0.21%
264,385
-51,030
63
$8.53M 0.2%
445,004
-17,388
64
$8.36M 0.2%
230,900
+3,900
65
$7.99M 0.19%
206,659
-4,367
66
$7.98M 0.19%
64,342
-6,642
67
$7.11M 0.17%
245,440
-23,365
68
$6.61M 0.15%
83,561
-594
69
$6.2M 0.14%
81,127
+4,530
70
$5.82M 0.14%
117,005
-1,100
71
$5.58M 0.13%
62,500
-812
72
$5.49M 0.13%
84,690
-250
73
$5M 0.12%
44,033
+185
74
$4.69M 0.11%
35,783
-375
75
$4.38M 0.1%
105,496
1 2
3
4 5