BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.3B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$4.05M
3
+$3.68M
4
FTRE icon
Fortrea Holdings
FTRE
+$3.43M
5
SCHW icon
Charles Schwab
SCHW
+$3.29M

Top Sells

1
+$8.9M
2
+$8.39M
3
+$7.78M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
ESGR
Enstar Group
ESGR
+$3.33M

Sector Composition

1 Financials 40.69%
2 Healthcare 13.57%
3 Technology 12.87%
4 Communication Services 7.37%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.06%
21,125
77
$2.53M 0.06%
88,000
-25
78
$2.48M 0.06%
9,536
+1,225
79
$2.38M 0.06%
12,475
-25
80
$2.26M 0.05%
9,748
-1,840
81
$2.08M 0.05%
5,200
82
$2.01M 0.05%
4,217
83
$1.79M 0.04%
12,006
84
$1.75M 0.04%
45,296
-16,874
85
$1.72M 0.04%
33,000
86
$1.68M 0.04%
+21,339
87
$1.58M 0.04%
30,380
+14,367
88
$1.52M 0.04%
+17,255
89
$1.5M 0.04%
1,240
-200
90
$1.5M 0.03%
25,444
+7,435
91
$1.3M 0.03%
9,000
92
$1.29M 0.03%
+4,479
93
$1.27M 0.03%
10,100
-50
94
$1.27M 0.03%
4,800
95
$1.25M 0.03%
2,861
-21
96
$1.18M 0.03%
2,125
97
$1.15M 0.03%
15,120
98
$1.06M 0.02%
10,384
-501
99
$1M 0.02%
16,400
100
$992K 0.02%
16,338
2 3
4
5 6