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
$2.83B
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.8M
3
+$6.63M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$6.21M
5
LILA icon
Liberty Latin America Class A
LILA
+$3.42M

Top Sells

1
+$12.9M
2
+$12.5M
3
+$10.3M
4
USB icon
US Bancorp
USB
+$9.35M
5
LOW icon
Lowe's Companies
LOW
+$8.38M

Sector Composition

1 Financials 27.56%
2 Healthcare 16.94%
3 Industrials 11.96%
4 Energy 10.61%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4M 0.44%
57
52
$12.2M 0.43%
88,725
-2,300
53
$12M 0.42%
553,005
+16,900
54
$11.8M 0.42%
213,077
-350
55
$11M 0.39%
2,074,849
-117,725
56
$11M 0.39%
104,184
-73
57
$10.8M 0.38%
103,202
-930
58
$9.14M 0.32%
107,991
+186
59
$9.09M 0.32%
62,609
-402
60
$9.03M 0.32%
76,364
-3,495
61
$8.6M 0.3%
359,880
-6,048
62
$7.47M 0.26%
58,537
-3,534
63
$6.7M 0.24%
412,335
+8,450
64
$6.36M 0.22%
42,155
-1,126
65
$6.22M 0.22%
238,770
66
$6.04M 0.21%
59,387
-505
67
$5.84M 0.21%
123,488
+171
68
$5.53M 0.2%
121,981
-3,767
69
$5.09M 0.18%
151,388
-178,464
70
$4.9M 0.17%
66,909
71
$4.41M 0.16%
71,184
-2,150
72
$4.36M 0.15%
80,170
-1,200
73
$3.9M 0.14%
56,475
+22
74
$3.58M 0.13%
107,257
75
$3.57M 0.13%
4,500
1 2
3
4 5