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
$2.93B
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$10.6M
3
+$7.39M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.82M
5
PJT icon
PJT Partners
PJT
+$1.63M

Top Sells

1
+$30.9M
2
+$28.9M
3
+$23.3M
4
IBM icon
IBM
IBM
+$23.3M
5
ESGR
Enstar Group
ESGR
+$22.1M

Sector Composition

1 Financials 29.14%
2 Healthcare 15.63%
3 Industrials 10.9%
4 Technology 10.26%
5 Energy 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.38M 0.12%
58,119
-3,225
77
$3.34M 0.11%
48,545
-2,020
78
$3.34M 0.11%
4,500
-50
79
$3.16M 0.11%
25,112
-6,569
80
$3.14M 0.11%
51,954
+1,138
81
$3.06M 0.1%
120,278
-317,313
82
$3.02M 0.1%
29,502
-5,703
83
$2.79M 0.1%
27,886
-3,712
84
$2.71M 0.09%
54,574
-1,800
85
$2.69M 0.09%
25,645
-6,100
86
$2.45M 0.08%
94,159
-21,638
87
$2.37M 0.08%
14,600
-200
88
$2.28M 0.08%
40,800
-4,800
89
$2.25M 0.08%
22,224
-3,867
90
$2.12M 0.07%
78,218
-2,604
91
$2.12M 0.07%
46,461
92
$2.03M 0.07%
49,206
-3,000
93
$2M 0.07%
70,764
+36,624
94
$1.98M 0.07%
31,785
-1,109
95
$1.89M 0.06%
41,959
96
$1.88M 0.06%
32,850
-4,500
97
$1.82M 0.06%
22,418
98
$1.82M 0.06%
8,924
-348
99
$1.76M 0.06%
36,883
-6,800
100
$1.73M 0.06%
18,615
-2,288
2 3
4
5 6