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
$3.03B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.3M
3
+$5.05M
4
EPD icon
Enterprise Products Partners
EPD
+$4.6M
5
SPB icon
Spectrum Brands
SPB
+$4.19M

Top Sells

1
+$10.8M
2
+$7.7M
3
+$5.16M
4
GILD icon
Gilead Sciences
GILD
+$3.48M
5
JEF icon
Jefferies Financial Group
JEF
+$3.13M

Sector Composition

1 Financials 35.16%
2 Healthcare 16%
3 Technology 12.78%
4 Communication Services 9.39%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.66M 0.09%
3,348
-5
77
$2.64M 0.09%
8,215
+85
78
$2.4M 0.08%
11,298
-222
79
$2.23M 0.07%
75,742
+16,427
80
$2.22M 0.07%
21,125
81
$2.15M 0.07%
14,880
82
$2.11M 0.07%
99,539
+1,385
83
$2.1M 0.07%
15,471
-1,223
84
$2.08M 0.07%
11,542
85
$2.05M 0.07%
12,600
86
$1.91M 0.06%
10,184
+20
87
$1.89M 0.06%
35,076
88
$1.86M 0.06%
25,721
89
$1.73M 0.06%
5,303
90
$1.7M 0.06%
57,640
91
$1.63M 0.05%
19,731
-200
92
$1.51M 0.05%
23,478
+5,937
93
$1.45M 0.05%
23,888
-400
94
$1.39M 0.05%
61,238
-30,975
95
$1.36M 0.05%
4,217
96
$1.36M 0.04%
115,800
-11,600
97
$1.35M 0.04%
6,885
98
$1.34M 0.04%
10,434
-667
99
$1.3M 0.04%
5,380
100
$1.3M 0.04%
7,536
2 3
4
5 6