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
$2.84B
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$21.2M
3
+$7.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.44M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$670K

Top Sells

1
+$6.67M
2
+$5.28M
3
+$4.49M
4
BX icon
Blackstone
BX
+$3.91M
5
MKL icon
Markel Group
MKL
+$3.77M

Sector Composition

1 Financials 33.64%
2 Healthcare 16.1%
3 Technology 12.72%
4 Communication Services 9.65%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.04%
15,120
102
$1.09M 0.04%
7,834
-600
103
$1.07M 0.04%
39,750
-5,600
104
$1.05M 0.04%
3,845
-35
105
$1.05M 0.04%
6,200
106
$1.04M 0.04%
5,380
-20
107
$1.02M 0.04%
22,632
-50
108
$1.02M 0.04%
16,400
109
$1.01M 0.04%
43,748
-120
110
$1M 0.04%
11,183
111
$975K 0.03%
6,700
112
$967K 0.03%
30,271
113
$942K 0.03%
23,392
114
$940K 0.03%
23,100
115
$919K 0.03%
18,600
+600
116
$890K 0.03%
17,541
-1,133
117
$874K 0.03%
4,071
+80
118
$862K 0.03%
19,622
-200
119
$834K 0.03%
5,521
-850
120
$825K 0.03%
3,037
-100
121
$724K 0.03%
16,013
-6,515
122
$705K 0.02%
233,410
-21,390
123
$702K 0.02%
4,351
124
$698K 0.02%
9,159
125
$679K 0.02%
6,837
3 4
5
6 7