BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$11.9M
3
+$9.07M
4
EPD icon
Enterprise Products Partners
EPD
+$8.8M
5
RDNT icon
RadNet
RDNT
+$4.46M

Top Sells

1
+$12.6M
2
+$11.2M
3
+$6.51M
4
DVN icon
Devon Energy
DVN
+$6.27M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$2.97M

Sector Composition

1 Financials 29.5%
2 Healthcare 15.76%
3 Technology 11.06%
4 Energy 10.78%
5 Communication Services 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.08M 0.1%
30,963
-1,775
77
$2.92M 0.1%
4,500
78
$2.9M 0.1%
46,609
-5,397
79
$2.9M 0.1%
18,480
80
$2.83M 0.1%
35,683
-206
81
$2.78M 0.09%
25,446
82
$2.65M 0.09%
8,094
-700
83
$2.53M 0.09%
17,552
+50
84
$2.47M 0.08%
36,000
85
$2.42M 0.08%
9,177
86
$2.39M 0.08%
12,660
87
$2.35M 0.08%
45,556
88
$2.21M 0.07%
34,127
-3,733
89
$2.1M 0.07%
3,645
90
$2.06M 0.07%
24,500
-1,400
91
$2.06M 0.07%
259,950
+44,960
92
$1.83M 0.06%
14,581
93
$1.72M 0.06%
12,600
94
$1.69M 0.06%
19,497
-4
95
$1.69M 0.06%
62,585
-877
96
$1.57M 0.05%
25,796
97
$1.53M 0.05%
24,148
-1,000
98
$1.51M 0.05%
22,170
-500
99
$1.48M 0.05%
14,682
100
$1.46M 0.05%
22,931
-1,075
2 3
4
5 6