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
$3.1B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$8.65M
3
+$2.34M
4
HLT icon
Hilton Worldwide
HLT
+$1.68M
5
SHW icon
Sherwin-Williams
SHW
+$1.62M

Top Sells

1
+$38.1M
2
+$10.4M
3
+$6.73M
4
APO icon
Apollo Global Management
APO
+$2.36M
5
LUMN icon
Lumen
LUMN
+$2.15M

Sector Composition

1 Financials 38.96%
2 Healthcare 14.34%
3 Technology 13.21%
4 Communication Services 8.53%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.97M 0.1%
8,311
+96
77
$2.94M 0.1%
1,025,135
+107,550
78
$2.65M 0.09%
22,780
79
$2.31M 0.07%
8,558
80
$2.23M 0.07%
12,325
-9
81
$2.12M 0.07%
13,734
-200
82
$2.11M 0.07%
21,125
83
$1.91M 0.06%
1,765
-150
84
$1.74M 0.06%
5,200
85
$1.73M 0.06%
12,022
-340
86
$1.65M 0.05%
19,757
-1,500
87
$1.51M 0.05%
27,043
88
$1.51M 0.05%
4,217
89
$1.37M 0.04%
7,715
-400
90
$1.37M 0.04%
38,200
-4,400
91
$1.31M 0.04%
18,965
+183
92
$1.28M 0.04%
16,328
-51
93
$1.25M 0.04%
15,120
94
$1.1M 0.04%
11,619
-582
95
$1.08M 0.03%
9,960
96
$1.07M 0.03%
3,260
97
$1.02M 0.03%
4,800
-28
98
$981K 0.03%
9,000
-1,000
99
$936K 0.03%
16,386
-1,447
100
$922K 0.03%
16,400
2 3
4
5 6