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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9M 0.45%
318,687
-987,007
52
$12.3M 0.43%
540,297
-19,056
53
$12.2M 0.43%
91,025
-10,001
54
$12.2M 0.42%
57
55
$11M 0.39%
104,257
-826
56
$10.3M 0.36%
213,427
+3,600
57
$10.3M 0.36%
329,852
-27,680
58
$9.97M 0.35%
365,928
+8,956
59
$9.93M 0.35%
104,132
-9,373
60
$9.12M 0.32%
63,011
-5,502
61
$8.87M 0.31%
107,805
-5,559
62
$8.86M 0.31%
79,859
-8,515
63
$8.62M 0.3%
536,105
+52,317
64
$8.28M 0.29%
62,071
-9,275
65
$6.87M 0.24%
403,885
+165,360
66
$6.59M 0.23%
43,281
-175
67
$6.56M 0.23%
238,770
-2,500
68
$5.96M 0.21%
123,317
+1,906
69
$5.88M 0.21%
59,892
-1,500
70
$5.83M 0.2%
125,748
-1,192
71
$4.73M 0.17%
66,909
-800
72
$4.19M 0.15%
73,334
-1,550
73
$4.17M 0.15%
81,370
-200
74
$3.58M 0.13%
4,500
75
$3.54M 0.12%
56,453
-1,666
1 2
3
4 5