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
$3.05B
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$19.2M
3
+$5.66M
4
ESTR
Estre Ambiental, Inc.
ESTR
+$3.67M
5
RDNT icon
RadNet
RDNT
+$1.35M

Top Sells

1
+$72.8M
2
+$11.5M
3
+$11M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$9.52M
5
CACC icon
Credit Acceptance
CACC
+$9.44M

Sector Composition

1 Financials 29.72%
2 Healthcare 15.36%
3 Energy 11.35%
4 Technology 10.6%
5 Communication Services 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4M 0.41%
91,676
-1,200
52
$11.8M 0.39%
229,115
-64,125
53
$11.8M 0.39%
68,988
-2,020
54
$11.1M 0.36%
221,281
-55,400
55
$9.56M 0.31%
104,069
-1,992
56
$9.46M 0.31%
78,375
-539
57
$8.53M 0.28%
68,122
-1,928
58
$7.94M 0.26%
144,598
-49,253
59
$7.42M 0.24%
176,220
+9,700
60
$6.97M 0.23%
164,752
-108,604
61
$6.43M 0.21%
66,492
-850
62
$5.36M 0.18%
18
63
$4.93M 0.16%
25,043
-626
64
$4.78M 0.16%
78,713
-23,226
65
$4.38M 0.14%
95,552
-3,461
66
$4.31M 0.14%
231,070
-800
67
$4.25M 0.14%
56,384
+935
68
$4.22M 0.14%
22,264
69
$4.16M 0.14%
62,348
-840
70
$4.06M 0.13%
61,980
-240
71
$3.71M 0.12%
52,006
-68
72
$3.67M 0.12%
+424,700
73
$3.56M 0.12%
352,916
+133,515
74
$3.55M 0.12%
103,322
75
$3.46M 0.11%
32,738
-45
1 2
3
4 5