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
$3.83B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$19.3M
3
+$11.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.9M
5
WAT icon
Waters Corp
WAT
+$3.62M

Top Sells

1
+$15.4M
2
+$14.7M
3
+$9.18M
4
MDXG icon
MiMedx Group
MDXG
+$3.91M
5
MA icon
Mastercard
MA
+$3.52M

Sector Composition

1 Financials 38.94%
2 Technology 13.69%
3 Healthcare 13.2%
4 Industrials 7.46%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.67M 0.07%
7,015
-1,200
77
$2.34M 0.06%
13,134
-300
78
$2.32M 0.06%
21,125
79
$2.22M 0.06%
30,288
-2,120
80
$2.22M 0.06%
1,695
-20
81
$2.11M 0.06%
5,200
82
$1.88M 0.05%
4,217
83
$1.87M 0.05%
14,355
-2,175
84
$1.83M 0.05%
7,700
85
$1.66M 0.04%
10,522
86
$1.62M 0.04%
33,000
-5,000
87
$1.56M 0.04%
25,902
-41
88
$1.43M 0.04%
15,120
89
$1.22M 0.03%
9,000
90
$1.21M 0.03%
2,976
-150
91
$1.21M 0.03%
16,328
-33
92
$1.19M 0.03%
4,800
93
$1.17M 0.03%
9,650
-310
94
$1.08M 0.03%
11,000
95
$1.06M 0.03%
12,138
96
$1.03M 0.03%
16,400
97
$1.01M 0.03%
5,400
98
$987K 0.03%
43,725
-4,500
99
$982K 0.03%
18,965
100
$951K 0.02%
22,891
2 3
4
5 6