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
$3.99B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$25.4M
3
+$16.8M
4
OWL icon
Blue Owl Capital
OWL
+$13.3M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$12.3M

Top Sells

1
+$28.8M
2
+$11.3M
3
+$9.32M
4
MTDR icon
Matador Resources
MTDR
+$8.28M
5
LUMN icon
Lumen
LUMN
+$5.76M

Sector Composition

1 Financials 39.86%
2 Technology 14.72%
3 Healthcare 13.01%
4 Communication Services 8.53%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.55M 0.09%
+100,180
77
$3.06M 0.08%
2,230
-520
78
$3.06M 0.08%
171,819
+8,500
79
$2.99M 0.07%
9,358
-350
80
$2.92M 0.07%
70,707
81
$2.86M 0.07%
22,082
82
$2.64M 0.07%
14,634
+1,200
83
$2.6M 0.07%
22,800
-1,500
84
$2.58M 0.06%
12,325
-400
85
$2.58M 0.06%
6,200
86
$2.17M 0.05%
13,356
-3,882
87
$2.13M 0.05%
21,125
88
$1.91M 0.05%
4,217
89
$1.82M 0.05%
13,270
-641
90
$1.78M 0.04%
21,028
-1,700
91
$1.78M 0.04%
15,120
92
$1.75M 0.04%
28,243
-5,197
93
$1.66M 0.04%
222,750
-9,600
94
$1.63M 0.04%
7,334
-50
95
$1.59M 0.04%
18,737
-1,228
96
$1.56M 0.04%
12,520
-2,117
97
$1.52M 0.04%
+27,686
98
$1.39M 0.03%
3,340
-202
99
$1.34M 0.03%
9,960
-50
100
$1.33M 0.03%
13,288
-5,809
2 3
4
5 6