BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.4M 0.35%
615,405
-2,697
52
$14.1M 0.32%
376,242
-4,041
53
$14.1M 0.32%
74
-2
54
$11.8M 0.27%
95,319
-450
55
$11.8M 0.26%
95,796
-3,219
56
$11.7M 0.26%
92,868
+28,526
57
$11.5M 0.26%
107,876
-2,216
58
$11.3M 0.25%
170,511
-17,692
59
$10.6M 0.24%
291,763
+4,941
60
$10.4M 0.23%
+286,472
61
$10.3M 0.23%
442,596
-2,408
62
$9.93M 0.22%
126,300
-5,495
63
$9.2M 0.21%
109,065
-10,443
64
$8.98M 0.2%
261,770
-2,615
65
$8.8M 0.2%
231,900
+1,000
66
$8.36M 0.19%
197,285
-9,374
67
$7.49M 0.17%
243,599
-161,476
68
$7.42M 0.17%
229,365
-16,075
69
$6.64M 0.15%
82,061
-1,500
70
$6.34M 0.14%
74,627
-6,500
71
$6.12M 0.14%
116,486
-519
72
$5.69M 0.13%
83,390
-1,300
73
$5.67M 0.13%
73,250
+60,000
74
$5.61M 0.13%
56,766
+10,500
75
$5.61M 0.13%
47,159
+43,240
1 2
3
4 5