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
$2.78B
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2M
3
+$1.81M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.19M
5
APO icon
Apollo Global Management
APO
+$780K

Top Sells

1
+$22M
2
+$8.45M
3
+$6.55M
4
ESGR
Enstar Group
ESGR
+$5.85M
5
LOW icon
Lowe's Companies
LOW
+$5.45M

Sector Composition

1 Financials 30.15%
2 Healthcare 15.18%
3 Industrials 12.03%
4 Energy 11.5%
5 Technology 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.04%
31,764
-6
102
$1.23M 0.04%
97,300
-3,103
103
$1.21M 0.04%
187,901
+1,000
104
$1.21M 0.04%
17,861
105
$1.12M 0.04%
17,950
106
$1.12M 0.04%
17,000
107
$1.07M 0.04%
7,522
108
$1.02M 0.04%
29,584
+4
109
$1.02M 0.04%
12,886
-200
110
$985K 0.04%
8,868
-1,778
111
$975K 0.04%
11,542
112
$942K 0.03%
14,425
-3,906
113
$928K 0.03%
11,208
-500
114
$919K 0.03%
25,896
115
$863K 0.03%
12,800
-1,500
116
$832K 0.03%
6,794
-1,900
117
$811K 0.03%
21,600
118
$809K 0.03%
13,848
-2,900
119
$805K 0.03%
26,968
120
$787K 0.03%
10,084
121
$782K 0.03%
30,271
-174
122
$760K 0.03%
73,000
123
$745K 0.03%
6,437
124
$739K 0.03%
6,700
125
$728K 0.03%
16,600
3 4
5
6 7