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
$3.01B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$2.48M
3
+$2.1M
4
RDNT icon
RadNet
RDNT
+$1.62M
5
FISV
Fiserv Inc
FISV
+$1.34M

Top Sells

1
+$25.5M
2
+$15.9M
3
+$11.1M
4
ROP icon
Roper Technologies
ROP
+$7.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.07M

Sector Composition

1 Financials 34.95%
2 Healthcare 16.04%
3 Technology 14.36%
4 Industrials 9.82%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.17M 0.3%
65,922
-3,301
52
$9.12M 0.3%
189,326
-1,200
53
$8.93M 0.3%
66,193
-1,300
54
$6.91M 0.23%
1,360,219
+32,133
55
$6.86M 0.23%
53,912
-1,783
56
$6.82M 0.23%
168,365
+61,200
57
$6.36M 0.21%
55,875
+11,755
58
$6.18M 0.21%
122,585
-7,675
59
$5.24M 0.17%
19,740
-1,000
60
$4.92M 0.16%
119,476
-15,685
61
$4.33M 0.14%
99,555
+4,750
62
$4.33M 0.14%
35,000
63
$4.27M 0.14%
39,810
-75
64
$4.2M 0.14%
11,158
65
$4.17M 0.14%
12
66
$3.87M 0.13%
26,097
-250
67
$3.73M 0.12%
22,900
+60
68
$3.65M 0.12%
3,205
69
$3.44M 0.11%
9,215
-530
70
$3.43M 0.11%
93,262
-5,106
71
$3.17M 0.11%
90,075
-17,346
72
$3.11M 0.1%
15,265
-772
73
$2.78M 0.09%
14,128
-440
74
$2.61M 0.09%
9,918
-1,800
75
$2.49M 0.08%
25,210
-275
1 2
3
4 5