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
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.38M 0.05%
27,460
+6,510
102
$2.26M 0.05%
25,468
-1,930
103
$2.17M 0.05%
39,675
104
$2.12M 0.05%
17,873
+260
105
$2.06M 0.05%
45,428
-800
106
$2.03M 0.05%
81,625
+575
107
$2.01M 0.05%
39,156
108
$2M 0.04%
22,849
109
$1.99M 0.04%
37,551
-991
110
$1.96M 0.04%
52,206
111
$1.89M 0.04%
26,415
112
$1.81M 0.04%
9,249
+255
113
$1.8M 0.04%
38,150
-500
114
$1.78M 0.04%
92,100
115
$1.7M 0.04%
69,777
-788
116
$1.69M 0.04%
29,125
117
$1.68M 0.04%
36,000
118
$1.54M 0.03%
20,506
+685
119
$1.51M 0.03%
40,075
-3,319
120
$1.49M 0.03%
21,498
-31
121
$1.48M 0.03%
68,500
122
$1.44M 0.03%
46,627
-1,323
123
$1.4M 0.03%
18,875
-650
124
$1.35M 0.03%
25,675
-1,864
125
$1.33M 0.03%
36,680
-495
3 4
5
6 7