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
$4.93B
AUM Growth
+$634M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.6M
3
+$12.9M
4
OWL icon
Blue Owl Capital
OWL
+$11.5M
5
CACC icon
Credit Acceptance
CACC
+$10.9M

Top Sells

1
+$7.6M
2
+$6.32M
3
+$3.36M
4
AAPL icon
Apple
AAPL
+$2.35M
5
JEF icon
Jefferies Financial Group
JEF
+$1.93M

Sector Composition

1 Financials 40.58%
2 Healthcare 13.65%
3 Technology 12.84%
4 Industrials 7.53%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.26%
130,999
+200
52
$11.9M 0.24%
1,988,311
+85,700
53
$11.7M 0.24%
279,968
-350
54
$10.8M 0.22%
43,080
+39,200
55
$9.76M 0.2%
179,760
56
$9.32M 0.19%
32,158
-420
57
$9.21M 0.19%
69,295
+285
58
$8.73M 0.18%
795,300
+4,050
59
$8.33M 0.17%
51,314
+347
60
$7.57M 0.15%
10,329
-50
61
$6.93M 0.14%
53,548
-100
62
$6.42M 0.13%
37,264
-384
63
$6.25M 0.13%
62,166
64
$6.22M 0.13%
53,500
-4,955
65
$5.83M 0.12%
15,187
-514
66
$5.31M 0.11%
223,857
-117
67
$5.15M 0.1%
28,288
-1,216
68
$5.08M 0.1%
8
69
$4.97M 0.1%
118,341
-1,062
70
$4.22M 0.09%
+142,029
71
$4.1M 0.08%
19,835
-575
72
$4.02M 0.08%
22,952
+290
73
$3.72M 0.08%
29,986
74
$3.57M 0.07%
54,831
-1,200
75
$3.27M 0.07%
22,488
-2,420
1 2
3
4 5