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
$2.85B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.66M
3
+$5.2M
4
EPD icon
Enterprise Products Partners
EPD
+$3.55M
5
WAB icon
Wabtec
WAB
+$2.73M

Top Sells

1
+$22.1M
2
+$10.4M
3
+$6.5M
4
ABT icon
Abbott
ABT
+$3.53M
5
BX icon
Blackstone
BX
+$3.28M

Sector Composition

1 Financials 30.91%
2 Healthcare 16.7%
3 Technology 13.21%
4 Industrials 9.38%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.04%
21,600
102
$1.04M 0.04%
3,880
103
$1.03M 0.04%
11,183
104
$1.03M 0.04%
6,200
105
$1.01M 0.04%
22,682
106
$995K 0.04%
5,400
107
$995K 0.04%
23,392
108
$995K 0.04%
22,528
-22,618
109
$993K 0.03%
23,100
110
$986K 0.03%
15,000
-6,500
111
$985K 0.03%
18,000
112
$976K 0.03%
254,800
-192,921
113
$965K 0.03%
16,400
114
$956K 0.03%
6,371
-494
115
$941K 0.03%
6,700
116
$931K 0.03%
15,120
-1,200
117
$909K 0.03%
19,822
-430
118
$876K 0.03%
30,271
119
$851K 0.03%
+31,150
120
$847K 0.03%
18,674
-2,198
121
$834K 0.03%
17,619
-6,216
122
$830K 0.03%
3,137
-290
123
$829K 0.03%
3,991
-297
124
$745K 0.03%
34,255
125
$737K 0.03%
25,825
-3,600
3 4
5
6 7