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
$3.84B
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$12.1M
3
+$7.18M
4
GRFS icon
Grifois
GRFS
+$3.21M
5
SJT
San Juan Basin Royalty Trust
SJT
+$2.71M

Top Sells

1
+$36.5M
2
+$17.4M
3
+$15.9M
4
JEF icon
Jefferies Financial Group
JEF
+$13.3M
5
IBM icon
IBM
IBM
+$9.65M

Sector Composition

1 Financials 28.3%
2 Healthcare 16.17%
3 Energy 13.77%
4 Industrials 11.37%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.3M 0.37%
974,596
-102,117
52
$14M 0.37%
594,096
-1,203
53
$13.7M 0.36%
67
-2
54
$13.4M 0.35%
234,670
+3,325
55
$13M 0.34%
358,793
-6,076
56
$12.8M 0.33%
133,163
-9,589
57
$11.7M 0.3%
372,456
-40,072
58
$11.2M 0.29%
89,329
-440
59
$11M 0.29%
86,217
-1,820
60
$10.7M 0.28%
101,179
-1,033
61
$9.64M 0.25%
123,148
-2,647
62
$9.38M 0.24%
241,670
-11,734
63
$9.25M 0.24%
85,463
-424
64
$8.22M 0.21%
73,958
-4,534
65
$7.98M 0.21%
257,750
+15,550
66
$7.06M 0.18%
179,920
-15,151
67
$6.17M 0.16%
109,802
-7,271
68
$5.96M 0.16%
74,337
-23,499
69
$5.72M 0.15%
45,213
70
$5.49M 0.14%
57,720
-195
71
$5.36M 0.14%
46,924
-5,433
72
$5.16M 0.13%
78,827
-2,500
73
$5.08M 0.13%
39,381
-1,177
74
$4.99M 0.13%
74,284
-995
75
$4.49M 0.12%
48,412
-9,901
1 2
3
4 5