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
$2.85B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.66M
3
+$5.2M
4
EPD icon
Enterprise Products Partners
EPD
+$3.55M
5
WAB icon
Wabtec
WAB
+$2.73M

Top Sells

1
+$22.1M
2
+$10.4M
3
+$6.5M
4
ABT icon
Abbott
ABT
+$3.53M
5
BX icon
Blackstone
BX
+$3.28M

Sector Composition

1 Financials 30.91%
2 Healthcare 16.7%
3 Technology 13.21%
4 Industrials 9.38%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.37%
163,033
-4,634
52
$9.41M 0.33%
70,643
-2,813
53
$9.39M 0.33%
1,303,636
-17,467
54
$8.82M 0.31%
147,952
-4,500
55
$8.12M 0.29%
74,094
-2,211
56
$7.57M 0.27%
152,908
-12,200
57
$6.32M 0.22%
159,097
-19,285
58
$5.08M 0.18%
83,240
-5,158
59
$5.04M 0.18%
55,330
-1,000
60
$4.95M 0.17%
4,500
61
$4.6M 0.16%
22,130
-115
62
$4.39M 0.15%
35,276
-4,298
63
$4.19M 0.15%
101,846
64
$3.82M 0.13%
12
65
$3.58M 0.13%
49,162
-11,480
66
$3.16M 0.11%
24,081
-465
67
$3.15M 0.11%
36,000
68
$3.08M 0.11%
11,635
-330
69
$3M 0.11%
3,573
-17
70
$2.94M 0.1%
57,713
+1,176
71
$2.74M 0.1%
18,928
-538
72
$2.65M 0.09%
28,000
+11,300
73
$2.62M 0.09%
17,380
74
$2.56M 0.09%
95,013
-30,879
75
$2.53M 0.09%
30,831
-56
1 2
3
4 5