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
$4.2B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$59.2M
2
+$13.1M
3
+$12.4M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$10.4M
5
CAE icon
CAE Inc
CAE
+$5.68M

Top Sells

1
+$16.8M
2
+$15M
3
+$14.8M
4
AWI icon
Armstrong World Industries
AWI
+$12.5M
5
FISV
Fiserv Inc
FISV
+$11M

Sector Composition

1 Financials 39.08%
2 Technology 14.86%
3 Healthcare 14.02%
4 Communication Services 8.55%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.06%
163,319
+50,403
77
$2.49M 0.06%
24,300
-635
78
$2.3M 0.05%
13,434
+2,450
79
$2.23M 0.05%
36,800
-57,742
80
$2.17M 0.05%
14,637
-306
81
$2.17M 0.05%
232,350
-42,650
82
$2.15M 0.05%
13,911
-355
83
$2.14M 0.05%
162,039
+44,815
84
$2.13M 0.05%
6,200
85
$2.12M 0.05%
22,728
86
$2.12M 0.05%
70,707
-6,171
87
$2.02M 0.05%
17,238
-1,001
88
$2.01M 0.05%
4,217
89
$1.98M 0.05%
33,440
-8,173
90
$1.98M 0.05%
21,125
91
$1.96M 0.05%
15,120
92
$1.7M 0.04%
30,277
-1,100
93
$1.6M 0.04%
7,384
94
$1.6M 0.04%
36,809
-2,316
95
$1.57M 0.04%
19,965
96
$1.55M 0.04%
3,542
-128
97
$1.42M 0.03%
2,150
-200
98
$1.38M 0.03%
19,097
-6,172
99
$1.29M 0.03%
25,641
-1,158
100
$1.29M 0.03%
21,657
-104
2 3
4
5 6