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
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.5M
3
+$12.1M
4
CACC icon
Credit Acceptance
CACC
+$3.89M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.63M

Top Sells

1
+$25.7M
2
+$18M
3
+$17.3M
4
COP icon
ConocoPhillips
COP
+$14.2M
5
ROP icon
Roper Technologies
ROP
+$2.31M

Sector Composition

1 Financials 30.47%
2 Healthcare 15.48%
3 Industrials 12.24%
4 Energy 11.25%
5 Technology 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.1M 0.49%
97,788
-6,385
52
$12.8M 0.45%
532,125
-3,300
53
$11.7M 0.41%
97,679
-2,750
54
$11.4M 0.4%
86,630
-472
55
$11.4M 0.4%
227,611
-284,439
56
$11.2M 0.39%
72,068
-506
57
$11M 0.38%
208,721
-1,749
58
$10.9M 0.38%
302,792
-20,136
59
$9.33M 0.33%
546,360
+30,200
60
$9.06M 0.32%
100,867
-1,770
61
$8.27M 0.29%
49,646
-9,736
62
$7.84M 0.27%
73,005
-3,373
63
$6.08M 0.21%
234,370
-2,000
64
$5.61M 0.2%
100,859
-2,495
65
$5.51M 0.19%
38,567
-2,173
66
$5.02M 0.18%
110,795
+60,195
67
$4.53M 0.16%
69,565
-1,000
68
$4.39M 0.15%
76,170
-600
69
$4.32M 0.15%
101,868
-16,503
70
$4.17M 0.15%
71,238
-6,880
71
$4.09M 0.14%
55,849
72
$3.85M 0.13%
53,899
-762
73
$3.75M 0.13%
33,200
-1,338
74
$3.62M 0.13%
24,637
-1,800
75
$3.48M 0.12%
21,734
-119
1 2
3
4 5