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
$3.85B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$3.85M
3
+$3.77M
4
CAE icon
CAE Inc
CAE
+$3.36M
5
FISV
Fiserv Inc
FISV
+$2.88M

Top Sells

1
+$8.34M
2
+$7.31M
3
+$3.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.16M
5
BUD icon
AB InBev
BUD
+$2.54M

Sector Composition

1 Financials 38.76%
2 Healthcare 14.94%
3 Technology 12.87%
4 Communication Services 9.43%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.06%
14,266
+3,054
77
$2.28M 0.06%
76,878
-367
78
$2.25M 0.06%
24,935
-50
79
$2.19M 0.06%
14,943
80
$2.18M 0.06%
41,613
-1,645
81
$2.11M 0.05%
+25,338
82
$2.08M 0.05%
6,200
83
$1.88M 0.05%
21,125
84
$1.86M 0.05%
31,377
-1,700
85
$1.85M 0.05%
18,239
-258
86
$1.84M 0.05%
112,916
+86,516
87
$1.82M 0.05%
4,217
88
$1.8M 0.05%
10,984
+300
89
$1.78M 0.05%
22,728
+4,320
90
$1.74M 0.05%
39,125
-31,500
91
$1.71M 0.04%
25,269
-2,009
92
$1.71M 0.04%
15,120
93
$1.65M 0.04%
7,384
+89
94
$1.6M 0.04%
117,224
+20,000
95
$1.58M 0.04%
+127,140
96
$1.5M 0.04%
26,799
+1,700
97
$1.46M 0.04%
2,350
98
$1.46M 0.04%
19,965
99
$1.45M 0.04%
3,670
-25
100
$1.43M 0.04%
6,000
-1,200
2 3
4
5 6