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
$2.98B
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$11.1M
3
+$10.8M
4
BB icon
BlackBerry
BB
+$5.27M
5
APO icon
Apollo Global Management
APO
+$2.52M

Top Sells

1
+$30.4M
2
+$28.7M
3
+$11.7M
4
ROP icon
Roper Technologies
ROP
+$3.1M
5
ABT icon
Abbott
ABT
+$2.86M

Sector Composition

1 Financials 28.13%
2 Healthcare 15.9%
3 Energy 11.17%
4 Technology 11.16%
5 Communication Services 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.96M 0.1%
53,410
-25,193
77
$2.92M 0.1%
37,159
+1,476
78
$2.9M 0.1%
21,715
+545
79
$2.8M 0.09%
25,685
+239
80
$2.65M 0.09%
12,660
81
$2.6M 0.09%
7,760
-334
82
$2.56M 0.09%
18,480
83
$2.49M 0.08%
9,177
84
$2.45M 0.08%
43,208
-3,401
85
$2.44M 0.08%
45,146
-410
86
$2.37M 0.08%
29,286
-1,677
87
$2.35M 0.08%
36,000
88
$2.13M 0.07%
32,648
-1,479
89
$2.09M 0.07%
3,615
-30
90
$2M 0.07%
24,500
91
$1.85M 0.06%
104,474
+10,998
92
$1.81M 0.06%
280,000
+20,050
93
$1.69M 0.06%
19,303
-194
94
$1.62M 0.05%
12,600
95
$1.6M 0.05%
15,256
+574
96
$1.53M 0.05%
25,796
97
$1.52M 0.05%
22,045
-125
98
$1.52M 0.05%
36,416
+9,328
99
$1.51M 0.05%
62,111
-474
100
$1.5M 0.05%
12,681
-1,900
2 3
4
5 6