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
$2.84B
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$21.2M
3
+$7.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.44M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$670K

Top Sells

1
+$6.67M
2
+$5.28M
3
+$4.49M
4
BX icon
Blackstone
BX
+$3.91M
5
MKL icon
Markel Group
MKL
+$3.77M

Sector Composition

1 Financials 33.64%
2 Healthcare 16.1%
3 Technology 12.72%
4 Communication Services 9.65%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.08%
3,353
-220
77
$2.28M 0.08%
92,213
-2,800
78
$2.23M 0.08%
11,520
-150
79
$2.14M 0.08%
16,694
-705
80
$2.02M 0.07%
21,125
-3,375
81
$2.02M 0.07%
98,154
82
$2.02M 0.07%
5,303
+400
83
$1.99M 0.07%
25,721
-75
84
$1.94M 0.07%
14,880
+14
85
$1.84M 0.06%
12,600
86
$1.82M 0.06%
11,542
87
$1.81M 0.06%
15,957
88
$1.77M 0.06%
35,076
89
$1.75M 0.06%
10,164
+50
90
$1.65M 0.06%
57,640
91
$1.61M 0.06%
19,931
-100
92
$1.54M 0.05%
11,101
93
$1.42M 0.05%
24,288
-4,000
94
$1.41M 0.05%
59,315
+28,165
95
$1.33M 0.05%
6,885
96
$1.26M 0.04%
4,217
97
$1.25M 0.04%
127,400
-4,500
98
$1.24M 0.04%
7,536
99
$1.19M 0.04%
26,453
-3,000
100
$1.15M 0.04%
21,600
2 3
4
5 6