BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.51B
1-Year Est. Return 16.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.24B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$10.7M
3
+$5.89M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$4.59M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.58M

Top Sells

1
+$26.9M
2
+$20.2M
3
+$11.6M
4
CACC icon
Credit Acceptance
CACC
+$9.13M
5
APO icon
Apollo Global Management
APO
+$9.12M

Sector Composition

1 Financials 39.03%
2 Technology 12.47%
3 Healthcare 12.12%
4 Industrials 8.94%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.39M 0.06%
17,451
-1,652
77
$3.16M 0.06%
23,903
+146
78
$2.74M 0.05%
4,407
79
$2.72M 0.05%
5,350
+150
80
$2.63M 0.05%
21,125
81
$2.36M 0.05%
25,877
-591
82
$2.15M 0.04%
88,625
+1,119
83
$1.87M 0.04%
7,262
84
$1.67M 0.03%
13,521
85
$1.62M 0.03%
17,725
+108
86
$1.54M 0.03%
2,084
-19
87
$1.49M 0.03%
10,215
-455
88
$1.47M 0.03%
10,237
-240
89
$1.44M 0.03%
20,853
-110
90
$1.42M 0.03%
2,505
91
$1.4M 0.03%
12,194
-1,871
92
$1.39M 0.03%
4,992
+87
93
$1.38M 0.03%
16,400
94
$1.28M 0.02%
+90,000
95
$1.26M 0.02%
6,395
-16
96
$1.25M 0.02%
9,000
97
$1.23M 0.02%
17,421
-2,120
98
$1.18M 0.02%
15,120
99
$1.18M 0.02%
28,000
100
$1.12M 0.02%
4,927
-74
2 3
4
5 6