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
$3.66B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$158M
3
+$135M
4
ROP icon
Roper Technologies
ROP
+$121M
5
DOV icon
Dover
DOV
+$117M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.73%
2 Healthcare 16.34%
3 Energy 12.96%
4 Industrials 10.14%
5 Technology 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.14M 0.11%
+67,204
77
$4.14M 0.11%
+118,246
78
$4.11M 0.11%
+35,658
79
$3.97M 0.11%
+43,399
80
$3.81M 0.1%
+143,275
81
$3.66M 0.1%
+73,846
82
$3.59M 0.1%
+30,116
83
$3.55M 0.1%
+53,416
84
$3.44M 0.09%
+141,278
85
$3.26M 0.09%
+149,064
86
$3.22M 0.09%
+39,362
87
$3.09M 0.08%
+69,216
88
$3.08M 0.08%
+79,161
89
$2.87M 0.08%
+66,474
90
$2.73M 0.07%
+61,925
91
$2.71M 0.07%
+24,476
92
$2.6M 0.07%
+28,864
93
$2.39M 0.07%
+89,451
94
$2.38M 0.07%
+40,745
95
$2.33M 0.06%
+40,713
96
$2.31M 0.06%
+43,661
97
$2.29M 0.06%
+11,400
98
$2.21M 0.06%
+34,938
99
$2.13M 0.06%
+47,525
100
$2.09M 0.06%
+43,000
2 3
4
5 6