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
$4.93B
AUM Growth
+$634M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.6M
3
+$12.9M
4
OWL icon
Blue Owl Capital
OWL
+$11.5M
5
CACC icon
Credit Acceptance
CACC
+$10.9M

Top Sells

1
+$7.6M
2
+$6.32M
3
+$3.36M
4
AAPL icon
Apple
AAPL
+$2.35M
5
JEF icon
Jefferies Financial Group
JEF
+$1.93M

Sector Composition

1 Financials 40.58%
2 Healthcare 13.65%
3 Technology 12.84%
4 Industrials 7.53%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.06%
6,875
77
$3.03M 0.06%
10,848
+1,312
78
$2.57M 0.05%
12,475
79
$2.46M 0.05%
21,125
80
$2.44M 0.05%
88,000
81
$2.22M 0.04%
4,217
82
$2.14M 0.04%
5,200
83
$1.98M 0.04%
7,940
-1,808
84
$1.88M 0.04%
11,906
-100
85
$1.79M 0.04%
32,700
-300
86
$1.72M 0.03%
29,815
-565
87
$1.71M 0.03%
39,985
-5,311
88
$1.68M 0.03%
21,039
-300
89
$1.57M 0.03%
17,336
+81
90
$1.45M 0.03%
10,352
-32
91
$1.44M 0.03%
15,120
92
$1.38M 0.03%
1,040
-200
93
$1.37M 0.03%
9,000
94
$1.37M 0.03%
13,521
+4,474
95
$1.32M 0.03%
10,050
-50
96
$1.32M 0.03%
4,800
97
$1.3M 0.03%
2,705
-156
98
$1.3M 0.03%
4,568
+89
99
$1.28M 0.03%
2,375
+250
100
$1.15M 0.02%
4,900
2 3
4
5 6