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
$2.77B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.25M
3
+$5.9M
4
BX icon
Blackstone
BX
+$5.88M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$5.02M

Top Sells

1
+$38.2M
2
+$13.8M
3
+$13.1M
4
WAT icon
Waters Corp
WAT
+$10.1M
5
QCOM icon
Qualcomm
QCOM
+$5.78M

Sector Composition

1 Financials 27.29%
2 Healthcare 16.95%
3 Industrials 12.07%
4 Energy 11.07%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13M 0.47%
539,025
-300
52
$12.3M 0.44%
57
53
$11.1M 0.4%
87,682
-1,043
54
$10.9M 0.39%
101,529
-2,655
55
$10.6M 0.38%
210,827
-2,250
56
$9.84M 0.35%
1,860,340
-214,509
57
$9.46M 0.34%
334,524
-25,356
58
$9.43M 0.34%
62,120
-489
59
$9.22M 0.33%
102,720
-5,271
60
$8.83M 0.32%
76,054
-310
61
$7.96M 0.29%
77,328
-25,874
62
$6.79M 0.24%
416,135
+3,800
63
$6.13M 0.22%
238,770
64
$5.87M 0.21%
41,364
-791
65
$5.02M 0.18%
118,695
-3,286
66
$4.73M 0.17%
128,654
-22,734
67
$4.65M 0.17%
104,953
-18,535
68
$4.45M 0.16%
70,540
-644
69
$4.36M 0.16%
83,198
-1,177
70
$4.2M 0.15%
56,649
-10,260
71
$3.99M 0.14%
80,170
72
$3.9M 0.14%
30,326
-28,211
73
$3.55M 0.13%
56,168
-307
74
$3.52M 0.13%
29,102
-600
75
$3.47M 0.13%
35,670
-23,717
1 2
3
4 5