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
$4.28B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$12.8M
3
+$10.4M
4
SJT
San Juan Basin Royalty Trust
SJT
+$10.3M
5
RNR icon
RenaissanceRe
RNR
+$10.3M

Top Sells

1
+$21.2M
2
+$8.04M
3
+$7.31M
4
MRK icon
Merck
MRK
+$7.26M
5
IBM icon
IBM
IBM
+$6.17M

Sector Composition

1 Financials 23.63%
2 Healthcare 15.01%
3 Energy 14.65%
4 Technology 11.71%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.35M 0.1%
59,190
-636
77
$4.25M 0.1%
53,117
-1,071
78
$4.21M 0.1%
112,619
-2,852
79
$4.21M 0.1%
148,532
-532
80
$4.14M 0.1%
135,848
-2,632
81
$4.05M 0.09%
78,783
-27,718
82
$3.83M 0.09%
46,266
83
$3.62M 0.08%
29,276
-472
84
$3.54M 0.08%
68,241
-2,450
85
$3.11M 0.07%
37,288
-8,619
86
$3.11M 0.07%
27,876
87
$3.08M 0.07%
53,360
-5,350
88
$3.07M 0.07%
68,461
-3,550
89
$2.96M 0.07%
65,081
-550
90
$2.95M 0.07%
26,564
-900
91
$2.86M 0.07%
50,900
-200
92
$2.65M 0.06%
100,105
+126
93
$2.56M 0.06%
42,226
-2,008
94
$2.48M 0.06%
19,794
95
$2.47M 0.06%
46,146
96
$2.44M 0.06%
4,550
+50
97
$2.42M 0.06%
27,398
-262
98
$2.42M 0.06%
31,749
-257
99
$2.17M 0.05%
17,613
100
$2.08M 0.05%
39,675
2 3
4
5 6