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
$3.03B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.3M
3
+$5.05M
4
EPD icon
Enterprise Products Partners
EPD
+$4.6M
5
SPB icon
Spectrum Brands
SPB
+$4.19M

Top Sells

1
+$10.8M
2
+$7.7M
3
+$5.16M
4
GILD icon
Gilead Sciences
GILD
+$3.48M
5
JEF icon
Jefferies Financial Group
JEF
+$3.13M

Sector Composition

1 Financials 35.16%
2 Healthcare 16%
3 Technology 12.78%
4 Communication Services 9.39%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.35%
62,330
-1,527
52
$10.1M 0.34%
1,303,953
-7,483
53
$10.1M 0.33%
210,694
-4,500
54
$9.61M 0.32%
69,843
-50
55
$9.38M 0.31%
158,999
-4,334
56
$9.21M 0.3%
73,758
-1,083
57
$8.52M 0.28%
143,352
-2,000
58
$5.36M 0.18%
4,500
59
$5.12M 0.17%
44,271
-1,400
60
$5M 0.17%
124,408
-26,356
61
$4.81M 0.16%
22,030
-800
62
$4.71M 0.16%
72,451
-2,850
63
$4.19M 0.14%
+65,201
64
$4.08M 0.13%
12
65
$3.87M 0.13%
32,110
-1,490
66
$3.66M 0.12%
98,368
67
$3.59M 0.12%
40,562
68
$3.42M 0.11%
11,635
69
$3.36M 0.11%
24,592
+661
70
$3.33M 0.11%
35,000
71
$3.12M 0.1%
17,360
-20
72
$2.91M 0.1%
52,517
-1,380
73
$2.86M 0.09%
30,386
-588
74
$2.69M 0.09%
18,211
-340
75
$2.66M 0.09%
28,800
+320
1 2
3
4 5