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
$4.2B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$59.2M
2
+$13.1M
3
+$12.4M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$10.4M
5
CAE icon
CAE Inc
CAE
+$5.68M

Top Sells

1
+$16.8M
2
+$15M
3
+$14.8M
4
AWI icon
Armstrong World Industries
AWI
+$12.5M
5
FISV
Fiserv Inc
FISV
+$11M

Sector Composition

1 Financials 39.08%
2 Technology 14.86%
3 Healthcare 14.02%
4 Communication Services 8.55%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2M 0.31%
172,498
-516
52
$12.8M 0.3%
61,286
-4,126
53
$12.5M 0.3%
145,665
-172,501
54
$9.84M 0.23%
60,171
-51
55
$8.54M 0.2%
59,748
-825
56
$8.16M 0.19%
19,661
-1,152
57
$7.45M 0.18%
124,718
+7,500
58
$7.43M 0.18%
48,363
-3,800
59
$6.35M 0.15%
11,183
60
$6.04M 0.14%
110,985
-900
61
$5.51M 0.13%
33,040
+460
62
$5.46M 0.13%
92,462
63
$5.41M 0.13%
12
64
$5.34M 0.13%
349,641
+66,700
65
$5.27M 0.13%
30,363
66
$5.15M 0.12%
38,018
-212
67
$5.04M 0.12%
82,328
-2,589
68
$4.67M 0.11%
2,750
-125
69
$4.08M 0.1%
13,989
70
$3.96M 0.09%
296,750
+59,100
71
$3.9M 0.09%
8,215
72
$3.42M 0.08%
273,258
+146,118
73
$3.36M 0.08%
9,708
-1,200
74
$3.33M 0.08%
22,082
-1,850
75
$3.14M 0.07%
12,725
+185
1 2
3
4 5