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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.5M
3
+$17.3M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.51M

Top Sells

1
+$12.2M
2
+$11.4M
3
+$10.7M
4
ROP icon
Roper Technologies
ROP
+$4.76M
5
ABT icon
Abbott
ABT
+$4.38M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.41%
293,240
-289,876
52
$11.8M 0.39%
613,060
+1,400
53
$11.6M 0.38%
191,734
-14,060
54
$11.4M 0.38%
71,008
-710
55
$10.8M 0.35%
92,876
-4,525
56
$10.5M 0.35%
273,356
-25,972
57
$9.7M 0.32%
193,851
-6,531
58
$9.65M 0.32%
106,061
+6,069
59
$9.29M 0.31%
78,914
-5,716
60
$8.23M 0.27%
70,050
-2,405
61
$7.83M 0.26%
166,520
+10,480
62
$6.25M 0.21%
45,029
-3,772
63
$5.98M 0.2%
67,342
-1,575
64
$5.72M 0.19%
231,870
-300
65
$5.62M 0.18%
101,939
+2,775
66
$5.57M 0.18%
534,900
-40,825
67
$4.95M 0.16%
18
-3
68
$4.54M 0.15%
39,152
+928
69
$4.5M 0.15%
25,669
+4,409
70
$4.46M 0.15%
99,013
-2,180
71
$4.04M 0.13%
55,449
72
$4.01M 0.13%
62,220
-13,950
73
$3.72M 0.12%
63,188
-2,700
74
$3.64M 0.12%
22,264
75
$3.64M 0.12%
32,783
-417
1 2
3
4 5