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
$3.33B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.2M
3
+$12.4M
4
RDNT icon
RadNet
RDNT
+$5.78M
5
FERG icon
Ferguson
FERG
+$3.6M

Top Sells

1
+$51.7M
2
+$41.7M
3
+$5.12M
4
LUMN icon
Lumen
LUMN
+$3.33M
5
BX icon
Blackstone
BX
+$2.37M

Sector Composition

1 Financials 38.51%
2 Healthcare 14.16%
3 Technology 13.62%
4 Communication Services 9.18%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.9M 0.42%
152,797
-13,893
52
$10.5M 0.32%
59,062
-111
53
$10.1M 0.3%
218,820
-9,993
54
$10M 0.3%
44,116
-780
55
$8.71M 0.26%
682,413
+102,127
56
$8.11M 0.24%
56,378
-260
57
$7.9M 0.24%
58,467
-1,281
58
$6.62M 0.2%
103,033
-19,230
59
$6.33M 0.19%
185,973
+28,530
60
$5.54M 0.17%
36,186
-1,402
61
$5.37M 0.16%
19,575
+314
62
$5.11M 0.15%
59,619
-12,744
63
$5.01M 0.15%
10,463
-690
64
$4.85M 0.15%
92,508
+46
65
$4.77M 0.14%
29,933
-260
66
$4.51M 0.14%
792,501
+88,557
67
$4.34M 0.13%
76,035
-1,000
68
$4.02M 0.12%
490,775
+73,825
69
$3.83M 0.11%
22,985
-5,973
70
$3.73M 0.11%
367,491
+14,850
71
$3.6M 0.11%
+32,476
72
$3.59M 0.11%
33,840
-980
73
$3.27M 0.1%
8
-4
74
$3.18M 0.1%
917,585
+163,765
75
$3.11M 0.09%
13,818
-85
1 2
3
4 5