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
$4.83B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$25.1M
3
+$10M
4
CACC icon
Credit Acceptance
CACC
+$9.4M
5
OWL icon
Blue Owl Capital
OWL
+$9.17M

Top Sells

1
+$20.6M
2
+$14.7M
3
+$13.9M
4
QCOM icon
Qualcomm
QCOM
+$11.2M
5
JEF icon
Jefferies Financial Group
JEF
+$10.9M

Sector Composition

1 Financials 40.82%
2 Healthcare 13.34%
3 Technology 13.15%
4 Communication Services 7.57%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.38M 0.07%
29,886
-100
77
$3.02M 0.06%
6,875
78
$2.85M 0.06%
10,854
+6
79
$2.47M 0.05%
11,475
-1,000
80
$2.41M 0.05%
4,407
+190
81
$2.41M 0.05%
86,000
-2,000
82
$1.94M 0.04%
5,200
83
$1.88M 0.04%
7,515
-425
84
$1.87M 0.04%
11,943
+37
85
$1.75M 0.04%
29,245
-570
86
$1.74M 0.04%
21,125
87
$1.54M 0.03%
32,700
88
$1.49M 0.03%
13,521
89
$1.43M 0.03%
4,569
+1
90
$1.4M 0.03%
15,120
91
$1.37M 0.03%
17,336
92
$1.35M 0.03%
2,705
93
$1.33M 0.03%
9,000
94
$1.32M 0.03%
8,320
-2,032
95
$1.32M 0.03%
39,435
-550
96
$1.25M 0.03%
21,224
+185
97
$1.24M 0.03%
890
-150
98
$1.21M 0.03%
16,400
99
$1.16M 0.02%
16,328
-10
100
$1.1M 0.02%
17,341
-1,383
2 3
4
5 6