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
$2.83B
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.8M
3
+$6.63M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$6.21M
5
LILA icon
Liberty Latin America Class A
LILA
+$3.42M

Top Sells

1
+$12.9M
2
+$12.5M
3
+$10.3M
4
USB icon
US Bancorp
USB
+$9.35M
5
LOW icon
Lowe's Companies
LOW
+$8.38M

Sector Composition

1 Financials 27.56%
2 Healthcare 16.94%
3 Industrials 11.96%
4 Energy 10.61%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.42M 0.12%
+112,542
77
$3.35M 0.12%
22,901
78
$3.34M 0.12%
29,702
+300
79
$3.29M 0.12%
44,688
+383
80
$3.29M 0.12%
84,375
-1,530
81
$2.95M 0.1%
90,498
+1,394
82
$2.94M 0.1%
145,400
-47,000
83
$2.79M 0.1%
26,386
-650
84
$2.5M 0.09%
38,789
85
$2.5M 0.09%
15,935
-200
86
$2.47M 0.09%
19,514
-60
87
$2.46M 0.09%
25,187
-110
88
$2.41M 0.09%
41,771
-1,623
89
$2.21M 0.08%
77,104
+1,530
90
$2.13M 0.08%
31,402
-275
91
$2.12M 0.07%
35,900
+1,100
92
$2.1M 0.07%
10,024
+1,100
93
$2.03M 0.07%
32,850
94
$1.99M 0.07%
44,350
+11,300
95
$1.96M 0.07%
18,780
96
$1.91M 0.07%
49,206
97
$1.84M 0.07%
12,100
98
$1.82M 0.06%
23,365
99
$1.78M 0.06%
22,418
100
$1.75M 0.06%
+9,508
2 3
4
5 6