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
$2.98B
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$11.1M
3
+$10.8M
4
BB icon
BlackBerry
BB
+$5.27M
5
APO icon
Apollo Global Management
APO
+$2.52M

Top Sells

1
+$30.4M
2
+$28.7M
3
+$11.7M
4
ROP icon
Roper Technologies
ROP
+$3.1M
5
ABT icon
Abbott
ABT
+$2.86M

Sector Composition

1 Financials 28.13%
2 Healthcare 15.9%
3 Energy 11.17%
4 Technology 11.16%
5 Communication Services 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.36%
1,443,103
+26,134
52
$9.45M 0.32%
89,381
-305
53
$9.41M 0.32%
231,570
+4,575
54
$9.09M 0.31%
605,720
-57,200
55
$8.17M 0.27%
77,538
-287
56
$7.73M 0.26%
111,047
-5,964
57
$7.64M 0.26%
1,319,520
-189,770
58
$7.58M 0.25%
163,896
+36
59
$7.32M 0.25%
93,742
-629
60
$7.12M 0.24%
56,324
-8,527
61
$5.97M 0.2%
64,407
-515
62
$5.82M 0.2%
132,455
-19,074
63
$5.26M 0.18%
107,842
-7,542
64
$4.79M 0.16%
17
-1
65
$4.53M 0.15%
23,233
+955
66
$4.51M 0.15%
60,830
-1,000
67
$4.21M 0.14%
222,151
-8,919
68
$3.95M 0.13%
60,598
-1,570
69
$3.93M 0.13%
23,909
-751
70
$3.68M 0.12%
56,759
+610
71
$3.62M 0.12%
423,200
72
$3.51M 0.12%
101,846
-42
73
$3.37M 0.11%
76,806
-16,846
74
$3.04M 0.1%
19,194
+1,642
75
$3.02M 0.1%
4,500
1 2
3
4 5