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
$2.85B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.66M
3
+$5.2M
4
EPD icon
Enterprise Products Partners
EPD
+$3.55M
5
WAB icon
Wabtec
WAB
+$2.73M

Top Sells

1
+$22.1M
2
+$10.4M
3
+$6.5M
4
ABT icon
Abbott
ABT
+$3.53M
5
BX icon
Blackstone
BX
+$3.28M

Sector Composition

1 Financials 30.91%
2 Healthcare 16.7%
3 Technology 13.21%
4 Industrials 9.38%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.08%
11,670
-1,500
77
$2.31M 0.08%
7,880
78
$2.21M 0.08%
17,399
79
$2.19M 0.08%
24,500
80
$2.08M 0.07%
14,866
+184
81
$2.06M 0.07%
25,796
82
$2.05M 0.07%
98,154
+5,895
83
$1.78M 0.06%
4,903
-3,300
84
$1.78M 0.06%
12,600
85
$1.77M 0.06%
15,957
+100
86
$1.75M 0.06%
10,114
+215
87
$1.66M 0.06%
35,076
-1,571
88
$1.55M 0.05%
20,031
89
$1.51M 0.05%
11,542
90
$1.46M 0.05%
11,101
-419
91
$1.46M 0.05%
57,640
-5,296
92
$1.45M 0.05%
28,288
-10,400
93
$1.3M 0.05%
7,536
94
$1.25M 0.04%
29,453
+870
95
$1.24M 0.04%
4,217
96
$1.23M 0.04%
6,885
97
$1.15M 0.04%
45,350
98
$1.13M 0.04%
43,868
99
$1.12M 0.04%
8,434
-900
100
$1.11M 0.04%
131,900
-13,000
2 3
4
5 6