BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.5B
1-Year Est. Return
20.97%
1 Year Est. Return
+20.97%
AUM
$5.24B
AUM Growth
+$232M
(+4.6%)
Holding
195
Top Buys
| 1 | +$16.7M | |
| 2 | +$11.6M | |
| 3 | +$6.53M | |
| 4 |
Zurn Elkay Water Solutions
ZWS
|
+$4.88M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.51M |
Top Sells
| 1 | +$26.1M | |
| 2 | +$23.1M | |
| 3 | +$11.6M | |
| 4 |
Apollo Global Management
APO
|
+$9.76M |
| 5 |
Credit Acceptance
CACC
|
+$9.47M |
Sector Composition
| 1 | Financials | 39.03% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.12% |
| 4 | Industrials | 8.94% |
| 5 | Consumer Discretionary | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Park Aerospace
PKE
$508M
| $11.1M | 0.21% |
752,097
-9,700
|
|
||
52
Nutrien
NTR
$32B
| $10.8M | 0.21% |
186,040
-780
|
|
||
53
Verizon
VZ
$168B
| $10.1M | 0.19% |
232,821
-2,100
|
|
||
54
Dover
DOV
$28B
| $10M | 0.19% |
54,608
-12,240
|
|
||
55
Fortrea Holdings
FTRE
$1.55B
| $9.97M | 0.19% |
2,018,932
-916,179
|
|
||
56
Costco
COST
$422B
| $9.78M | 0.19% |
9,881
-31
|
|
||
57
1stdibs.com
DIBS
$215M
| $9.04M | 0.17% |
3,287,819
-56,607
|
|
||
58
Automatic Data Processing
ADP
$105B
| $8.69M | 0.17% |
28,165
-68
|
|
||
59
Procter & Gamble
PG
$342B
| $8.27M | 0.16% |
51,938
+247
|
|
||
60
Merck
MRK
$276B
| $7.73M | 0.15% |
97,682
-9,210
|
|
||
61
Townsquare Media
TSQ
$90.5M
| $7.65M | 0.15% |
967,425
+23,711
|
|
||
62
KKR & Co
KKR
$118B
| $7.64M | 0.15% |
57,466
-3,300
|
|
||
63
FedEx
FDX
$73.7B
| $6.72M | 0.13% |
29,544
-164
|
|
||
64
Home Depot
HD
$374B
| $6.67M | 0.13% |
18,189
+105
|
|
||
65
Progressive
PGR
$120B
| $6.53M | 0.12% |
24,464
+3,818
|
|
||
66
Kimberly-Clark
KMB
$32.9B
| $5.74M | 0.11% |
44,498
-250
|
|
||
67
Brookfield Asset Management
BAM
$83.7B
| $5.37M | 0.1% |
97,102
-5,199
|
|
||
68
AXIS Capital
AXS
$7.72B
| $4.95M | 0.09% |
47,706
-3,000
|
|
||
69
Exxon Mobil
XOM
$549B
| $4.84M | 0.09% |
44,934
-1,120
|
|
||
70
Visa
V
$635B
| $4.77M | 0.09% |
13,425
-887
|
|
||
71
Vitesse Energy
VTS
$775M
| $4.6M | 0.09% |
208,346
-470
|
|
||
72
Armstrong World Industries
AWI
$8.44B
| $4.43M | 0.08% |
27,256
-100
|
|
||
73
Linde
LIN
$205B
| $3.89M | 0.07% |
8,291
|
|
||
74
SPDR Gold Trust
GLD
$159B
| $3.5M | 0.07% |
11,475
|
|
||
75
AbbVie
ABBV
$392B
| $3.4M | 0.06% |
18,291
+100
|
|