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
$3.66B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$158M
3
+$135M
4
ROP icon
Roper Technologies
ROP
+$121M
5
DOV icon
Dover
DOV
+$117M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.73%
2 Healthcare 16.34%
3 Energy 12.96%
4 Industrials 10.14%
5 Technology 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.04M 0.06%
+32,229
102
$1.98M 0.05%
+26,223
103
$1.91M 0.05%
+4,500
104
$1.87M 0.05%
+18,950
105
$1.75M 0.05%
+40,350
106
$1.71M 0.05%
+33,768
107
$1.7M 0.05%
+24,508
108
$1.66M 0.05%
+73,875
109
$1.66M 0.05%
+39,084
110
$1.57M 0.04%
+36,000
111
$1.56M 0.04%
+38,956
112
$1.55M 0.04%
+55,375
113
$1.46M 0.04%
+93,600
114
$1.44M 0.04%
+50,515
115
$1.43M 0.04%
+38,867
116
$1.42M 0.04%
+24,965
117
$1.41M 0.04%
+20,700
118
$1.39M 0.04%
+34,660
119
$1.39M 0.04%
+23,783
120
$1.39M 0.04%
+57,235
121
$1.38M 0.04%
+727,350
122
$1.32M 0.04%
+38,260
123
$1.32M 0.04%
+29,145
124
$1.31M 0.04%
+44,597
125
$1.22M 0.03%
+31,239
3 4
5
6 7