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
$3.99B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$25.4M
3
+$16.8M
4
OWL icon
Blue Owl Capital
OWL
+$13.3M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$12.3M

Top Sells

1
+$28.8M
2
+$11.3M
3
+$9.32M
4
MTDR icon
Matador Resources
MTDR
+$8.28M
5
LUMN icon
Lumen
LUMN
+$5.76M

Sector Composition

1 Financials 39.86%
2 Technology 14.72%
3 Healthcare 13.01%
4 Communication Services 8.53%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.4M 0.34%
228,813
+11,204
52
$13.3M 0.33%
+1,047,080
53
$10.9M 0.27%
59,173
-2,113
54
$10.4M 0.26%
44,896
-13,682
55
$9.48M 0.24%
122,263
-23,402
56
$8.65M 0.22%
56,638
-3,533
57
$7.57M 0.19%
580,286
+418,247
58
$7.36M 0.18%
59,748
59
$7.2M 0.18%
157,443
+32,725
60
$6.42M 0.16%
11,153
-30
61
$6.35M 0.16%
12
62
$6.09M 0.15%
37,588
-430
63
$5.98M 0.15%
72,363
-9,965
64
$5.76M 0.14%
19,261
-400
65
$5.68M 0.14%
34,820
+1,780
66
$5.63M 0.14%
703,944
+430,686
67
$5.6M 0.14%
352,641
+3,000
68
$5.33M 0.13%
416,950
+120,200
69
$5.12M 0.13%
30,193
-18,170
70
$4.85M 0.12%
28,958
-1,405
71
$4.79M 0.12%
92,462
72
$4.66M 0.12%
77,035
-33,950
73
$3.71M 0.09%
8,215
74
$3.62M 0.09%
13,903
-86
75
$3.55M 0.09%
753,820
+545,507
1 2
3
4 5