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
$3.33B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.2M
3
+$12.4M
4
RDNT icon
RadNet
RDNT
+$5.78M
5
FERG icon
Ferguson
FERG
+$3.6M

Top Sells

1
+$51.7M
2
+$41.7M
3
+$5.12M
4
LUMN icon
Lumen
LUMN
+$3.33M
5
BX icon
Blackstone
BX
+$2.37M

Sector Composition

1 Financials 38.51%
2 Healthcare 14.16%
3 Technology 13.62%
4 Communication Services 9.18%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.1M 0.09%
8,215
77
$2.73M 0.08%
100,180
78
$2.65M 0.08%
22,780
-20
79
$2.46M 0.07%
8,558
-800
80
$2.35M 0.07%
13,934
-700
81
$2.25M 0.07%
12,334
+9
82
$2.2M 0.07%
1,915
-315
83
$2.06M 0.06%
21,125
84
$2.05M 0.06%
21,257
-825
85
$1.79M 0.05%
12,362
-994
86
$1.7M 0.05%
27,043
-1,200
87
$1.66M 0.05%
125,619
-46,200
88
$1.6M 0.05%
4,217
89
$1.6M 0.05%
8,115
+781
90
$1.56M 0.05%
5,200
-1,000
91
$1.52M 0.05%
42,600
-28,107
92
$1.5M 0.05%
18,782
+45
93
$1.44M 0.04%
15,120
94
$1.27M 0.04%
16,379
-4,649
95
$1.15M 0.03%
12,201
-1,069
96
$1.13M 0.03%
3,260
-80
97
$1.12M 0.03%
9,960
98
$1.08M 0.03%
9,966
-2,554
99
$1.06M 0.03%
11,070
-700
100
$1.06M 0.03%
10,000
2 3
4
5 6