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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.75M 0.06%
23,365
102
$1.66M 0.06%
38,524
103
$1.63M 0.06%
33,050
+13,100
104
$1.62M 0.06%
36,450
-250
105
$1.6M 0.06%
36,000
106
$1.5M 0.05%
14,032
-210
107
$1.49M 0.05%
11,728
+1,900
108
$1.37M 0.05%
46,208
-3,428
109
$1.35M 0.05%
3,930
-20
110
$1.35M 0.05%
12,996
-3,950
111
$1.33M 0.05%
16,000
112
$1.32M 0.05%
27,059
-14,900
113
$1.25M 0.04%
1,249,657
-40,593
114
$1.2M 0.04%
11,542
115
$1.19M 0.04%
18,331
116
$1.13M 0.04%
29,025
117
$1.11M 0.04%
9,494
118
$1.1M 0.04%
20,950
-3,333
119
$1.07M 0.04%
18,500
120
$1.07M 0.04%
17,000
-1,600
121
$1.06M 0.04%
220,100
+17,100
122
$1.05M 0.04%
43,857
-13,790
123
$984K 0.03%
18,889
124
$984K 0.03%
11,675
-900
125
$973K 0.03%
30,980
-4,675
3 4
5
6 7