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
$2.8B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.6M
3
+$13.1M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$10.6M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$10.3M

Top Sells

1
+$12.4M
2
+$8.34M
3
+$8.2M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$5.7M
5
ABT icon
Abbott
ABT
+$5.14M

Sector Composition

1 Financials 28.48%
2 Healthcare 18.76%
3 Technology 12.79%
4 Industrials 9.29%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.04%
4,217
-1,300
102
$1.16M 0.04%
7,300
103
$1.14M 0.04%
7,536
104
$1.14M 0.04%
28,583
+1,280
105
$1.14M 0.04%
9,334
-839
106
$1.06M 0.04%
45,350
+8,600
107
$1.04M 0.04%
16,320
+1,200
108
$1.03M 0.04%
5,400
109
$1.01M 0.04%
3,880
-103
110
$1M 0.04%
21,600
111
$1M 0.04%
11,183
-1,700
112
$996K 0.04%
20,872
-2,000
113
$994K 0.04%
23,392
-184
114
$993K 0.04%
6,865
-2,550
115
$991K 0.04%
6,200
116
$988K 0.04%
6,885
117
$983K 0.04%
22,682
-746
118
$974K 0.03%
16,400
119
$972K 0.03%
18,000
-1,500
120
$929K 0.03%
29,425
-8,075
121
$896K 0.03%
20,252
-1,384
122
$887K 0.03%
23,100
123
$882K 0.03%
30,271
124
$822K 0.03%
6,700
125
$822K 0.03%
9,542
3 4
5
6 7