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
$2.78B
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2M
3
+$1.81M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.19M
5
APO icon
Apollo Global Management
APO
+$780K

Top Sells

1
+$22M
2
+$8.45M
3
+$6.55M
4
ESGR
Enstar Group
ESGR
+$5.85M
5
LOW icon
Lowe's Companies
LOW
+$5.45M

Sector Composition

1 Financials 30.15%
2 Healthcare 15.18%
3 Industrials 12.03%
4 Energy 11.5%
5 Technology 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.8M 0.5%
2,083,633
-347,388
52
$12.3M 0.44%
535,425
-3,600
53
$11.7M 0.42%
100,429
-1,100
54
$11.4M 0.41%
210,470
-357
55
$11.4M 0.41%
72,574
-3,480
56
$9.94M 0.36%
87,102
-580
57
$9.42M 0.34%
59,382
-2,738
58
$9.35M 0.34%
322,928
-11,596
59
$9.34M 0.34%
516,160
+100,025
60
$8.99M 0.32%
76,378
-950
61
$8.63M 0.31%
102,637
-83
62
$6.17M 0.22%
40,740
-624
63
$5.7M 0.2%
103,354
-1,599
64
$4.94M 0.18%
236,370
-2,400
65
$4.91M 0.18%
118,371
-324
66
$4.59M 0.16%
78,118
-5,080
67
$4.42M 0.16%
70,565
+25
68
$4.08M 0.15%
76,770
-3,400
69
$3.7M 0.13%
54,661
-1,507
70
$3.65M 0.13%
55,849
-800
71
$3.55M 0.13%
4,500
-7
72
$3.54M 0.13%
26,437
-3,889
73
$3.36M 0.12%
28,702
-400
74
$3.26M 0.12%
21,853
-1,048
75
$3.22M 0.12%
104,376
1 2
3
4 5