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
$2.77B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.25M
3
+$5.9M
4
BX icon
Blackstone
BX
+$5.88M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$5.02M

Top Sells

1
+$38.2M
2
+$13.8M
3
+$13.1M
4
WAT icon
Waters Corp
WAT
+$10.1M
5
QCOM icon
Qualcomm
QCOM
+$5.78M

Sector Composition

1 Financials 27.29%
2 Healthcare 16.95%
3 Industrials 12.07%
4 Energy 11.07%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.46M 0.12%
4,507
+7
77
$3.37M 0.12%
22,901
78
$3.35M 0.12%
104,376
-2,881
79
$2.87M 0.1%
26,386
80
$2.31M 0.08%
36,207
-2,582
81
$2.28M 0.08%
18,164
-1,350
82
$2.25M 0.08%
18,780
83
$2.19M 0.08%
23,614
-1,573
84
$2.15M 0.08%
36,250
-200
85
$2.11M 0.08%
9,764
-260
86
$2.05M 0.07%
66,781
-23,717
87
$2.04M 0.07%
13,360
-2,575
88
$2.02M 0.07%
12,100
89
$1.99M 0.07%
76,620
-35,922
90
$1.96M 0.07%
49,206
91
$1.89M 0.07%
44,450
+100
92
$1.83M 0.07%
36,000
93
$1.82M 0.07%
28,550
-4,300
94
$1.72M 0.06%
8,854
-654
95
$1.7M 0.06%
38,324
96
$1.65M 0.06%
23,726
-7,676
97
$1.65M 0.06%
30,183
-1,150
98
$1.56M 0.06%
21,065
-2,300
99
$1.55M 0.06%
3,705
100
$1.38M 0.05%
186,901
+1,000
2 3
4
5 6