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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.5M
3
+$17.3M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.51M

Top Sells

1
+$12.2M
2
+$11.4M
3
+$10.7M
4
ROP icon
Roper Technologies
ROP
+$4.76M
5
ABT icon
Abbott
ABT
+$4.38M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.5M 0.12%
103,322
-1,054
77
$3.3M 0.11%
52,074
-1,625
78
$2.88M 0.09%
25,846
-140
79
$2.77M 0.09%
55,156
-212,505
80
$2.73M 0.09%
18,480
-200
81
$2.68M 0.09%
4,500
82
$2.62M 0.09%
35,889
83
$2.53M 0.08%
219,401
-16,000
84
$2.45M 0.08%
17,502
-11,200
85
$2.42M 0.08%
45,556
-1,500
86
$2.28M 0.08%
3,645
-60
87
$2.28M 0.08%
9,077
88
$2.24M 0.07%
8,794
-52
89
$2.22M 0.07%
36,000
90
$2.16M 0.07%
38,324
91
$2.13M 0.07%
12,960
92
$2.07M 0.07%
25,900
93
$1.97M 0.06%
16,231
-950
94
$1.88M 0.06%
63,462
95
$1.72M 0.06%
+89,706
96
$1.6M 0.05%
25,148
+10,800
97
$1.58M 0.05%
95,800
-1,500
98
$1.55M 0.05%
20,115
99
$1.51M 0.05%
+11,626
100
$1.5M 0.05%
17,000
2 3
4
5 6