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
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.5M
3
+$12.1M
4
CACC icon
Credit Acceptance
CACC
+$3.89M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.63M

Top Sells

1
+$25.7M
2
+$18M
3
+$17.3M
4
COP icon
ConocoPhillips
COP
+$14.2M
5
ROP icon
Roper Technologies
ROP
+$2.31M

Sector Composition

1 Financials 30.47%
2 Healthcare 15.48%
3 Industrials 12.24%
4 Energy 11.25%
5 Technology 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.4M 0.12%
28,702
77
$3.39M 0.12%
104,376
78
$3.25M 0.11%
4,500
79
$3.13M 0.11%
78,084
-2,000
80
$2.95M 0.1%
26,386
81
$2.68M 0.09%
23,615
+1
82
$2.53M 0.09%
35,889
83
$2.49M 0.09%
18,780
84
$2.24M 0.08%
13,360
85
$2.22M 0.08%
47,056
-2,150
86
$2.14M 0.07%
9,077
-828
87
$2.05M 0.07%
17,256
-250
88
$2.04M 0.07%
36,000
89
$2M 0.07%
25,900
-2,200
90
$1.99M 0.07%
63,462
91
$1.92M 0.07%
38,324
92
$1.8M 0.06%
23,698
-28
93
$1.77M 0.06%
3,705
94
$1.56M 0.05%
8,846
95
$1.56M 0.05%
20,115
-950
96
$1.55M 0.05%
12,600
97
$1.5M 0.05%
97,300
98
$1.47M 0.05%
24,483
99
$1.34M 0.05%
24,827
-784
100
$1.3M 0.05%
219,901
+32,000
2 3
4
5 6