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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.41M 0.12%
192,400
+28,500
77
$3.37M 0.12%
29,402
-100
78
$3.32M 0.12%
+27,891
79
$3.19M 0.11%
22,901
-2,211
80
$3.02M 0.11%
107,257
-6,800
81
$2.83M 0.1%
44,305
-4,240
82
$2.77M 0.1%
27,036
-850
83
$2.64M 0.09%
89,104
-5,055
84
$2.62M 0.09%
85,905
-34,373
85
$2.54M 0.09%
16,135
-6,131
86
$2.51M 0.09%
25,297
-348
87
$2.44M 0.09%
38,789
-13,165
88
$2.3M 0.08%
19,574
-2,650
89
$2.26M 0.08%
43,394
-11,180
90
$2.17M 0.08%
34,800
-6,000
91
$2.15M 0.08%
75,574
-2,644
92
$2.04M 0.07%
42,761
-3,700
93
$2.02M 0.07%
31,677
-108
94
$1.95M 0.07%
35,933
-950
95
$1.92M 0.07%
18,780
+165
96
$1.83M 0.06%
8,924
97
$1.81M 0.06%
12,100
-2,500
98
$1.81M 0.06%
49,206
99
$1.78M 0.06%
32,850
100
$1.77M 0.06%
22,418
2 3
4
5 6