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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.5M
3
+$17.3M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.51M

Top Sells

1
+$12.2M
2
+$11.4M
3
+$10.7M
4
ROP icon
Roper Technologies
ROP
+$4.76M
5
ABT icon
Abbott
ABT
+$4.38M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.49M 0.05%
12,600
102
$1.48M 0.05%
19,518
-3,574
103
$1.45M 0.05%
23,083
-1,000
104
$1.45M 0.05%
14,682
-8,933
105
$1.37M 0.05%
38,247
-21,125
106
$1.37M 0.05%
136,690
+13,490
107
$1.3M 0.04%
24,302
-525
108
$1.25M 0.04%
25,796
109
$1.24M 0.04%
31,764
110
$1.16M 0.04%
6,200
111
$1.12M 0.04%
13,781
+2,650
112
$1.12M 0.04%
11,542
113
$1.08M 0.04%
+7,704
114
$1.06M 0.03%
10,084
115
$1.06M 0.03%
27,453
+150
116
$1.04M 0.03%
7,669
117
$1.01M 0.03%
12,200
-200
118
$1M 0.03%
27,368
+400
119
$968K 0.03%
7,160
-84,225
120
$965K 0.03%
30,271
121
$945K 0.03%
6,482
+45
122
$924K 0.03%
4,003
-60
123
$915K 0.03%
7,536
124
$853K 0.03%
11,861
-6,000
125
$829K 0.03%
6,600
3 4
5
6 7