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
$2.8B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.6M
3
+$13.1M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$10.6M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$10.3M

Top Sells

1
+$12.4M
2
+$8.34M
3
+$8.2M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$5.7M
5
ABT icon
Abbott
ABT
+$5.14M

Sector Composition

1 Financials 28.48%
2 Healthcare 18.76%
3 Technology 12.79%
4 Industrials 9.29%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.5M 0.09%
17,380
77
$2.42M 0.09%
65,635
-2,055
78
$2.4M 0.09%
447,721
-48,600
79
$2.32M 0.08%
13,170
-1,524
80
$2.28M 0.08%
45,146
81
$2.23M 0.08%
7,880
-1,297
82
$2.04M 0.07%
17,399
-1,651
83
$2.01M 0.07%
24,500
84
$1.87M 0.07%
38,688
85
$1.86M 0.07%
25,796
86
$1.85M 0.07%
92,259
+930
87
$1.77M 0.06%
36,647
-2,895
88
$1.67M 0.06%
12,600
89
$1.63M 0.06%
14,682
-574
90
$1.6M 0.06%
144,900
-52,481
91
$1.59M 0.06%
43,868
-3,560
92
$1.58M 0.06%
15,857
93
$1.55M 0.06%
11,520
-294
94
$1.55M 0.06%
9,899
+2,690
95
$1.54M 0.05%
20,031
-772
96
$1.49M 0.05%
62,936
-153
97
$1.49M 0.05%
16,700
-5,700
98
$1.39M 0.05%
21,500
-401
99
$1.37M 0.05%
23,835
-4,154
100
$1.34M 0.05%
11,542
2 3
4
5 6