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
$3.84B
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$12.1M
3
+$7.18M
4
GRFS icon
Grifois
GRFS
+$3.21M
5
SJT
San Juan Basin Royalty Trust
SJT
+$2.71M

Top Sells

1
+$36.5M
2
+$17.4M
3
+$15.9M
4
JEF icon
Jefferies Financial Group
JEF
+$13.3M
5
IBM icon
IBM
IBM
+$9.65M

Sector Composition

1 Financials 28.3%
2 Healthcare 16.17%
3 Energy 13.77%
4 Industrials 11.37%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.48M 0.12%
108,094
-1,600
77
$4.21M 0.11%
35,205
-100
78
$4.15M 0.11%
130,560
-3,860
79
$3.66M 0.1%
52,405
-1,271
80
$3.65M 0.1%
54,909
-3,225
81
$3.46M 0.09%
70,644
-34,437
82
$3.44M 0.09%
138,900
+47,300
83
$3.16M 0.08%
57,544
-900
84
$3.12M 0.08%
73,000
85
$3.1M 0.08%
33,208
-600
86
$3.1M 0.08%
55,843
-51,233
87
$3.09M 0.08%
22,872
-1,141
88
$3.03M 0.08%
4,550
89
$2.93M 0.08%
26,091
-300
90
$2.88M 0.08%
159,350
-30,027
91
$2.72M 0.07%
25,264
92
$2.71M 0.07%
30,800
-224
93
$2.63M 0.07%
45,600
94
$2.62M 0.07%
48,184
-348
95
$2.49M 0.06%
50,561
-4,200
96
$2.49M 0.06%
37,216
-8,950
97
$2.34M 0.06%
82,975
-9,050
98
$2.31M 0.06%
39,600
99
$2.29M 0.06%
85,538
-1,854
100
$2.27M 0.06%
14,800
-260
2 3
4
5 6