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
$3.15B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$64.5M
2
+$21.3M
3
+$8.72M
4
LUMN icon
Lumen
LUMN
+$5.13M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.87M

Top Sells

1
+$21.5M
2
+$14.4M
3
+$13.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$13.1M
5
ABT icon
Abbott
ABT
+$7.5M

Sector Composition

1 Financials 29.01%
2 Healthcare 16.47%
3 Technology 12.09%
4 Communication Services 10.94%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.5M 0.36%
276,725
+45,155
52
$11.4M 0.36%
197,856
-2,968
53
$11.1M 0.35%
67,446
-395
54
$10.1M 0.32%
1,322,569
-120,534
55
$9.05M 0.29%
160,380
-3,516
56
$8.61M 0.27%
75,755
-1,783
57
$8.52M 0.27%
110,131
-916
58
$7.76M 0.25%
515,520
-90,200
59
$7.36M 0.23%
88,456
-5,286
60
$6M 0.19%
63,457
-950
61
$5.65M 0.18%
46,191
-10,133
62
$5.51M 0.18%
1,111,904
-207,616
63
$5.44M 0.17%
17
64
$5.19M 0.16%
89,307
-18,535
65
$5.01M 0.16%
60,830
66
$4.61M 0.15%
22,233
-1,000
67
$4.26M 0.14%
101,846
68
$3.96M 0.13%
22,480
-1,429
69
$3.72M 0.12%
209,531
-12,620
70
$3.69M 0.12%
56,298
-4,300
71
$3.6M 0.11%
90,102
-42,353
72
$3.59M 0.11%
53,659
-3,100
73
$3.49M 0.11%
4,500
74
$3.34M 0.11%
37,953
+794
75
$3.26M 0.1%
8,769
+1,009
1 2
3
4 5