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
$2.25B
AUM Growth
-$778M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$8.75M
3
+$7.04M
4
SCHW icon
Charles Schwab
SCHW
+$6.53M
5
LH icon
Labcorp
LH
+$4.12M

Top Sells

1
+$18M
2
+$10M
3
+$7.69M
4
BAX icon
Baxter International
BAX
+$6.2M
5
USB icon
US Bancorp
USB
+$5.65M

Sector Composition

1 Financials 33.61%
2 Healthcare 17.72%
3 Technology 15.08%
4 Communication Services 9.83%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.36M 0.28%
61,460
-870
52
$5.77M 0.26%
1,306,486
+2,533
53
$5.48M 0.24%
144,218
-12,731
54
$5.37M 0.24%
155,877
-164,053
55
$5.24M 0.23%
135,525
-7,827
56
$4.83M 0.21%
138,533
-20,466
57
$4.19M 0.19%
44,120
-151
58
$3.96M 0.18%
21,230
-800
59
$3.81M 0.17%
4,500
60
$3.76M 0.17%
50,326
-240,385
61
$3.32M 0.15%
11,635
62
$3.26M 0.15%
12
63
$3.19M 0.14%
32,700
+3,900
64
$3.05M 0.14%
98,368
65
$2.93M 0.13%
38,487
-2,075
66
$2.92M 0.13%
24,347
-245
67
$2.85M 0.13%
35,000
68
$2.84M 0.13%
120,840
+81,090
69
$2.38M 0.11%
9,215
+1,000
70
$2.35M 0.1%
16,560
-800
71
$2.31M 0.1%
3,348
72
$2.11M 0.09%
29,110
-3,000
73
$2.08M 0.09%
67,704
-4,747
74
$2.08M 0.09%
18,201
-10
75
$2.01M 0.09%
45,415
-7,102
1 2
3
4 5