BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$441M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$14.8M
3
+$7.81M
4
ESGR
Enstar Group
ESGR
+$3.32M
5
SCHW icon
Charles Schwab
SCHW
+$2.32M

Top Sells

1
+$11.4M
2
+$9.48M
3
+$8.96M
4
ABT icon
Abbott
ABT
+$6.48M
5
LUMN icon
Lumen
LUMN
+$6.27M

Sector Composition

1 Financials 34.33%
2 Healthcare 16.52%
3 Technology 15.69%
4 Communication Services 9.11%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.08%
25,485
77
$2.02M 0.08%
109,939
-7,906
78
$2.01M 0.07%
45,015
-400
79
$1.99M 0.07%
47,335
-20,369
80
$1.89M 0.07%
51,284
-104,593
81
$1.63M 0.06%
27,088
+7,200
82
$1.6M 0.06%
19,731
83
$1.57M 0.06%
21,125
84
$1.53M 0.06%
101,175
-2,900
85
$1.53M 0.06%
9,134
+1,300
86
$1.51M 0.06%
7,809
87
$1.48M 0.06%
7,800
88
$1.43M 0.05%
18,535
-31,791
89
$1.31M 0.05%
4,217
90
$1.27M 0.05%
11,370
91
$1.23M 0.05%
5,200
92
$1.19M 0.04%
7,536
93
$1.14M 0.04%
6,685
-100
94
$1.12M 0.04%
48,919
95
$1.05M 0.04%
17,878
-5,200
96
$1.05M 0.04%
12,092
97
$1.05M 0.04%
3,695
98
$1.04M 0.04%
15,120
99
$1.01M 0.04%
21,764
100
$990K 0.04%
11,183
2 3
4
5 6