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
$3.84B
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$12.1M
3
+$7.18M
4
GRFS icon
Grifois
GRFS
+$3.21M
5
SJT
San Juan Basin Royalty Trust
SJT
+$2.71M

Top Sells

1
+$36.5M
2
+$17.4M
3
+$15.9M
4
JEF icon
Jefferies Financial Group
JEF
+$13.3M
5
IBM icon
IBM
IBM
+$9.65M

Sector Composition

1 Financials 28.3%
2 Healthcare 16.17%
3 Energy 13.77%
4 Industrials 11.37%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.24M 0.06%
81,503
-1,141
102
$2.19M 0.06%
52,206
103
$2.18M 0.06%
40,950
+19,200
104
$2.1M 0.05%
36,502
105
$2.1M 0.05%
20,008
-754
106
$2.07M 0.05%
26,931
-35,750
107
$1.97M 0.05%
21,503
-100
108
$1.97M 0.05%
20,286
-4,724
109
$1.88M 0.05%
9,137
-435
110
$1.85M 0.05%
22,478
-360
111
$1.77M 0.05%
27,460
112
$1.7M 0.04%
36,000
113
$1.7M 0.04%
38,400
114
$1.68M 0.04%
12,110
-1,664
115
$1.68M 0.04%
18,868
-2,025
116
$1.67M 0.04%
39,156
117
$1.59M 0.04%
23,815
-1,000
118
$1.54M 0.04%
13,350
119
$1.53M 0.04%
25,947
120
$1.5M 0.04%
66,500
121
$1.46M 0.04%
18,400
+2,900
122
$1.43M 0.04%
29,125
123
$1.42M 0.04%
4,150
124
$1.42M 0.04%
14,886
125
$1.37M 0.04%
16,175
-300
3 4
5
6 7