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
$3.85B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$3.85M
3
+$3.77M
4
CAE icon
CAE Inc
CAE
+$3.36M
5
FISV
Fiserv Inc
FISV
+$2.88M

Top Sells

1
+$8.34M
2
+$7.31M
3
+$3.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.16M
5
BUD icon
AB InBev
BUD
+$2.54M

Sector Composition

1 Financials 38.76%
2 Healthcare 14.94%
3 Technology 12.87%
4 Communication Services 9.43%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.31%
182,666
-3,560
52
$11.8M 0.31%
65,412
-142
53
$8.42M 0.22%
60,222
-3,665
54
$8.02M 0.21%
60,573
-1,320
55
$7.79M 0.2%
52,163
-750
56
$6.83M 0.18%
20,813
+1,050
57
$6.14M 0.16%
117,218
-490
58
$5.35M 0.14%
32,580
+6,720
59
$5.33M 0.14%
94,542
-45,075
60
$5.15M 0.13%
111,885
-300
61
$5.03M 0.13%
11,183
+10
62
$5M 0.13%
84,917
-3,880
63
$4.94M 0.13%
12
64
$4.57M 0.12%
30,363
+4,065
65
$4.12M 0.11%
38,230
+796
66
$3.98M 0.1%
92,462
-76
67
$3.96M 0.1%
2,875
-30
68
$3.78M 0.1%
13,989
69
$3.77M 0.1%
+282,941
70
$3.52M 0.09%
8,215
71
$3.2M 0.08%
10,908
+2,340
72
$3.11M 0.08%
237,650
+72,850
73
$2.72M 0.07%
23,932
74
$2.68M 0.07%
275,000
-225
75
$2.59M 0.07%
12,540
-323
1 2
3
4 5