BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$441M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$14.8M
3
+$7.81M
4
ESGR
Enstar Group
ESGR
+$3.32M
5
SCHW icon
Charles Schwab
SCHW
+$2.32M

Top Sells

1
+$11.4M
2
+$9.48M
3
+$8.96M
4
ABT icon
Abbott
ABT
+$6.48M
5
LUMN icon
Lumen
LUMN
+$6.27M

Sector Composition

1 Financials 34.33%
2 Healthcare 16.52%
3 Technology 15.69%
4 Communication Services 9.11%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.53M 0.32%
71,339
-650
52
$6.37M 0.24%
1,300,353
-6,133
53
$6.28M 0.23%
140,313
-3,905
54
$5.88M 0.22%
183,166
-17,080
55
$5.86M 0.22%
56,395
-5,065
56
$5.31M 0.2%
21,190
-40
57
$5.25M 0.2%
129,399
-6,126
58
$4.31M 0.16%
44,120
59
$4.28M 0.16%
9,805
+590
60
$4.05M 0.15%
29,340
-3,360
61
$3.96M 0.15%
40,285
+1,798
62
$3.53M 0.13%
108,034
-30,499
63
$3.48M 0.13%
26,347
+2,000
64
$3.41M 0.13%
35,000
65
$3.38M 0.13%
11,158
-477
66
$3.3M 0.12%
106,915
-13,925
67
$3.21M 0.12%
12
68
$3.17M 0.12%
95,805
+13,224
69
$3.05M 0.11%
98,368
70
$2.88M 0.11%
16,440
-120
71
$2.6M 0.1%
12,273
+975
72
$2.59M 0.1%
28,985
-125
73
$2.58M 0.1%
3,205
-143
74
$2.28M 0.08%
14,568
75
$2.06M 0.08%
15,815
-2,386
1 2
3
4 5