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
$3.4B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.8M
3
+$6.52M
4
BAM icon
Brookfield Asset Management
BAM
+$5.69M
5
RDNT icon
RadNet
RDNT
+$3.6M

Top Sells

1
+$10.7M
2
+$10.3M
3
+$7.93M
4
BN icon
Brookfield
BN
+$7.25M
5
KKR icon
KKR & Co
KKR
+$6.58M

Sector Composition

1 Financials 40.62%
2 Healthcare 14.42%
3 Technology 12.45%
4 Communication Services 6.82%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.86M 0.08%
22,030
-750
77
$2.78M 0.08%
1,000,535
-24,600
78
$2.78M 0.08%
8,515
-43
79
$2.63M 0.08%
+38,435
80
$2.55M 0.07%
1,765
81
$2.55M 0.07%
21,125
82
$2.28M 0.07%
13,434
-300
83
$2.23M 0.07%
5,200
84
$2.03M 0.06%
38,000
-200
85
$1.91M 0.06%
10,622
-1,400
86
$1.71M 0.05%
26,876
-167
87
$1.62M 0.05%
4,217
88
$1.6M 0.05%
7,700
-15
89
$1.48M 0.04%
17,650
-12,040
90
$1.45M 0.04%
18,452
-1,305
91
$1.37M 0.04%
16,361
+33
92
$1.28M 0.04%
9,000
93
$1.18M 0.03%
9,960
94
$1.16M 0.03%
18,965
95
$1.14M 0.03%
4,800
96
$1.13M 0.03%
15,120
97
$1.11M 0.03%
11,000
98
$1.1M 0.03%
3,126
-134
99
$1.02M 0.03%
5,560
+200
100
$1.01M 0.03%
16,385
-1
2 3
4
5 6