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
$3.15B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$64.5M
2
+$21.3M
3
+$8.72M
4
LUMN icon
Lumen
LUMN
+$5.13M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.87M

Top Sells

1
+$21.5M
2
+$14.4M
3
+$13.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$13.1M
5
ABT icon
Abbott
ABT
+$7.5M

Sector Composition

1 Financials 29.01%
2 Healthcare 16.47%
3 Technology 12.09%
4 Communication Services 10.94%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.05%
9,900
-336
102
$1.48M 0.05%
27,342
-5,306
103
$1.44M 0.05%
15,857
104
$1.44M 0.05%
23,172
-375
105
$1.41M 0.04%
20,031
106
$1.34M 0.04%
22,102
107
$1.33M 0.04%
8,359
108
$1.29M 0.04%
87,800
109
$1.28M 0.04%
6,200
110
$1.23M 0.04%
8,209
111
$1.16M 0.04%
12,883
-100
112
$1.14M 0.04%
10,081
-2,600
113
$1.14M 0.04%
7,536
114
$1.1M 0.03%
23,431
115
$1.06M 0.03%
3,983
116
$1.02M 0.03%
10,200
-200
117
$1M 0.03%
30,271
118
$981K 0.03%
3,930
-420
119
$967K 0.03%
27,303
120
$949K 0.03%
19,500
121
$945K 0.03%
21,600
122
$940K 0.03%
7,035
123
$932K 0.03%
6,200
124
$924K 0.03%
21,450
-800
125
$915K 0.03%
11,626
-100
3 4
5
6 7