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
$2.93B
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$10.6M
3
+$7.39M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.82M
5
PJT icon
PJT Partners
PJT
+$1.63M

Top Sells

1
+$30.9M
2
+$28.9M
3
+$23.3M
4
IBM icon
IBM
IBM
+$23.3M
5
ESGR
Enstar Group
ESGR
+$22.1M

Sector Composition

1 Financials 29.14%
2 Healthcare 15.63%
3 Industrials 10.9%
4 Technology 10.26%
5 Energy 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12M 0.41%
357,532
-95,785
52
$11.4M 0.39%
559,353
-29,943
53
$11.3M 0.38%
57
-10
54
$10.7M 0.37%
88,374
-745
55
$10.7M 0.36%
2,585,335
-1,398,968
56
$10.6M 0.36%
+105,083
57
$10.2M 0.35%
113,505
-11,991
58
$9.61M 0.33%
209,827
-22,901
59
$9.44M 0.32%
71,346
-1,722
60
$9.39M 0.32%
356,972
-3,156
61
$9.01M 0.31%
68,513
-177,259
62
$9M 0.31%
113,364
-4,854
63
$6.69M 0.23%
50,419
-5,800
64
$6.6M 0.23%
121,411
+16,226
65
$6.57M 0.22%
241,270
-400
66
$6.49M 0.22%
43,456
-40,257
67
$5.45M 0.19%
126,940
-31,730
68
$5.4M 0.18%
61,392
-5,863
69
$4.51M 0.15%
67,709
-2,818
70
$4.44M 0.15%
74,884
+1,100
71
$4.08M 0.14%
238,525
-21,050
72
$3.88M 0.13%
163,900
-6,000
73
$3.73M 0.13%
81,570
-13,424
74
$3.6M 0.12%
22,266
-127
75
$3.49M 0.12%
114,057
-15,764
1 2
3
4 5