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
$2.84B
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$21.2M
3
+$7.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.44M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$670K

Top Sells

1
+$6.67M
2
+$5.28M
3
+$4.49M
4
BX icon
Blackstone
BX
+$3.91M
5
MKL icon
Markel Group
MKL
+$3.77M

Sector Composition

1 Financials 33.64%
2 Healthcare 16.1%
3 Technology 12.72%
4 Communication Services 9.65%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10M 0.35%
76,113
-5,746
52
$9.93M 0.35%
69,893
-750
53
$9.7M 0.34%
145,352
-2,600
54
$9.61M 0.34%
163,333
+300
55
$9.31M 0.33%
74,841
+747
56
$8.57M 0.3%
153,136
+228
57
$8.14M 0.29%
1,311,436
+7,800
58
$5.3M 0.19%
22,830
+700
59
$5.15M 0.18%
150,764
-8,333
60
$4.88M 0.17%
4,500
61
$4.73M 0.17%
45,671
-9,659
62
$4.29M 0.15%
75,301
-7,939
63
$3.98M 0.14%
33,600
-1,676
64
$3.74M 0.13%
12
65
$3.35M 0.12%
98,368
-3,478
66
$3.35M 0.12%
11,635
67
$3.28M 0.12%
23,931
-150
68
$3.13M 0.11%
35,000
-1,000
69
$3.07M 0.11%
40,562
-8,600
70
$2.93M 0.1%
53,897
-3,816
71
$2.72M 0.1%
17,380
72
$2.66M 0.09%
30,974
+143
73
$2.55M 0.09%
18,551
-377
74
$2.47M 0.09%
28,480
+480
75
$2.41M 0.09%
8,130
+250
1 2
3
4 5