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
$2.78B
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2M
3
+$1.81M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.19M
5
APO icon
Apollo Global Management
APO
+$780K

Top Sells

1
+$22M
2
+$8.45M
3
+$6.55M
4
ESGR
Enstar Group
ESGR
+$5.85M
5
LOW icon
Lowe's Companies
LOW
+$5.45M

Sector Composition

1 Financials 30.15%
2 Healthcare 15.18%
3 Industrials 12.03%
4 Energy 11.5%
5 Technology 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.16M 0.11%
34,538
-1,132
77
$3M 0.11%
80,084
-48,570
78
$2.76M 0.1%
26,386
79
$2.48M 0.09%
35,889
-318
80
$2.46M 0.09%
23,614
81
$2.33M 0.08%
49,206
82
$2.3M 0.08%
18,780
83
$2.26M 0.08%
36,250
84
$2.21M 0.08%
9,905
+141
85
$2.14M 0.08%
13,360
86
$2.07M 0.07%
28,100
-450
87
$2.04M 0.07%
63,462
-3,319
88
$1.92M 0.07%
17,506
-658
89
$1.9M 0.07%
50,600
+6,150
90
$1.89M 0.07%
38,324
91
$1.87M 0.07%
36,000
92
$1.64M 0.06%
23,726
93
$1.61M 0.06%
21,065
94
$1.55M 0.06%
3,705
95
$1.53M 0.05%
18,500
96
$1.41M 0.05%
12,600
97
$1.4M 0.05%
25,611
-138
98
$1.38M 0.05%
8,846
-300
99
$1.37M 0.05%
9,350
-2,750
100
$1.36M 0.05%
24,483
-5,700
2 3
4
5 6