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
$3.15B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$64.5M
2
+$21.3M
3
+$8.72M
4
LUMN icon
Lumen
LUMN
+$5.13M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.87M

Top Sells

1
+$21.5M
2
+$14.4M
3
+$13.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$13.1M
5
ABT icon
Abbott
ABT
+$7.5M

Sector Composition

1 Financials 29.01%
2 Healthcare 16.47%
3 Technology 12.09%
4 Communication Services 10.94%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.1%
70,008
-6,798
77
$3.07M 0.1%
19,094
-100
78
$3.07M 0.1%
21,223
-492
79
$2.97M 0.09%
12,660
80
$2.86M 0.09%
25,585
-100
81
$2.68M 0.09%
36,000
82
$2.67M 0.08%
9,177
83
$2.61M 0.08%
18,480
84
$2.54M 0.08%
423,200
85
$2.38M 0.08%
45,200
-8,210
86
$2.31M 0.07%
28,397
-889
87
$2.3M 0.07%
45,146
88
$2.19M 0.07%
3,605
-10
89
$2.18M 0.07%
79,850
+32,850
90
$2.12M 0.07%
24,500
91
$1.86M 0.06%
104,874
+400
92
$1.83M 0.06%
19,050
-253
93
$1.83M 0.06%
25,796
94
$1.82M 0.06%
30,192
-13,016
95
$1.78M 0.06%
15,256
96
$1.75M 0.06%
12,600
97
$1.68M 0.05%
214,000
-66,000
98
$1.64M 0.05%
64,759
+2,648
99
$1.62M 0.05%
38,688
+2,272
100
$1.51M 0.05%
11,542
2 3
4
5 6