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
$4B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$63.3M
2
+$43.5M
3
+$13M
4
MTDR icon
Matador Resources
MTDR
+$5.87M
5
GRFS icon
Grifois
GRFS
+$5.56M

Top Sells

1
+$46.9M
2
+$20.6M
3
+$20.1M
4
CG icon
Carlyle Group
CG
+$15.6M
5
LOW icon
Lowe's Companies
LOW
+$14.4M

Sector Composition

1 Financials 26.77%
2 Healthcare 15.85%
3 Energy 14.04%
4 Industrials 11.55%
5 Technology 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.9M 0.42%
220,003
+2,038
52
$16.3M 0.41%
595,299
-9,000
53
$15M 0.38%
69
54
$15M 0.38%
142,752
-2,960
55
$13.8M 0.35%
231,345
-2,949
56
$13.8M 0.34%
364,869
-9,673
57
$12.8M 0.32%
412,528
-15,544
58
$11.4M 0.29%
89,769
-1,615
59
$10.9M 0.27%
102,212
-630
60
$10.5M 0.26%
88,037
-3,325
61
$10.3M 0.26%
125,795
-1,462
62
$9.41M 0.24%
85,887
-2,207
63
$8.92M 0.22%
78,492
-2,820
64
$8.37M 0.21%
253,404
-1,000
65
$7.91M 0.2%
195,071
+10,095
66
$7.81M 0.2%
242,200
+4,000
67
$7.37M 0.18%
97,836
-7,053
68
$6.37M 0.16%
117,073
+6,460
69
$6.33M 0.16%
45,213
-1,946
70
$6.06M 0.15%
107,076
-53,924
71
$5.86M 0.15%
57,915
-442
72
$5.64M 0.14%
81,327
-1,500
73
$5.59M 0.14%
40,558
-1,327
74
$5.49M 0.14%
52,357
-1,255
75
$5.26M 0.13%
105,081
+496
1 2
3
4 5