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
$3.83B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$19.3M
3
+$11.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.9M
5
WAT icon
Waters Corp
WAT
+$3.62M

Top Sells

1
+$15.4M
2
+$14.7M
3
+$9.18M
4
MDXG icon
MiMedx Group
MDXG
+$3.91M
5
MA icon
Mastercard
MA
+$3.52M

Sector Composition

1 Financials 38.94%
2 Technology 13.69%
3 Healthcare 13.2%
4 Industrials 7.46%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.28%
183,410
-50
52
$10.5M 0.27%
282,907
-6,887
53
$8.86M 0.23%
743,713
+58,752
54
$8.8M 0.23%
35,498
-1,068
55
$8.11M 0.21%
53,442
-1,034
56
$7.52M 0.2%
54,448
-1,300
57
$5.92M 0.15%
55,160
-429
58
$5.61M 0.15%
1,500,814
+175,997
59
$5.47M 0.14%
10,168
60
$5.17M 0.14%
53,610
+1,430
61
$5.16M 0.13%
585,491
+79,009
62
$5.15M 0.13%
229,930
-12,664
63
$4.97M 0.13%
2,201,251
-80,417
64
$4.82M 0.13%
15,531
-2,908
65
$4.53M 0.12%
33,638
-1,925
66
$4.26M 0.11%
130,636
-12,659
67
$4.2M 0.11%
22,662
68
$4.14M 0.11%
8
69
$4.04M 0.11%
72,142
-25
70
$3.39M 0.09%
92,462
71
$3.25M 0.08%
26,233
-760
72
$3.15M 0.08%
69,245
-4,500
73
$3.04M 0.08%
56,531
-1,700
74
$2.91M 0.08%
13,660
-73
75
$2.76M 0.07%
20,885
-1,135
1 2
3
4 5