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
$3.4B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.8M
3
+$6.52M
4
BAM icon
Brookfield Asset Management
BAM
+$5.69M
5
RDNT icon
RadNet
RDNT
+$3.6M

Top Sells

1
+$10.7M
2
+$10.3M
3
+$7.93M
4
BN icon
Brookfield
BN
+$7.25M
5
KKR icon
KKR & Co
KKR
+$6.58M

Sector Composition

1 Financials 40.62%
2 Healthcare 14.42%
3 Technology 12.45%
4 Communication Services 6.82%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.5M 0.37%
182,893
-25,815
52
$11.6M 0.34%
295,361
-3,600
53
$10.4M 0.31%
774,922
+22,284
54
$8.42M 0.25%
55,526
-42
55
$7.64M 0.22%
56,248
56
$7.06M 0.21%
40,756
-400
57
$6.18M 0.18%
56,039
-1,308
58
$5.85M 0.17%
18,535
-840
59
$5.81M 0.17%
35,973
-125
60
$5.8M 0.17%
155,624
-29,399
61
$5.69M 0.17%
+198,562
62
$4.82M 0.14%
948,349
+58,015
63
$4.8M 0.14%
661,712
+57,544
64
$4.74M 0.14%
92,462
65
$4.66M 0.14%
10,213
-200
66
$4.46M 0.13%
72,275
-128,485
67
$4.44M 0.13%
87,194
-11,029
68
$4.11M 0.12%
22,732
-106
69
$3.93M 0.12%
27,063
-2,420
70
$3.89M 0.11%
83,697
-141,670
71
$3.75M 0.11%
8
72
$3.68M 0.11%
476,716
+23,500
73
$3.25M 0.1%
13,812
-6
74
$3.18M 0.09%
8,311
75
$3.15M 0.09%
58,231
-12,804
1 2
3
4 5