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
$3.01B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$2.48M
3
+$2.1M
4
RDNT icon
RadNet
RDNT
+$1.62M
5
FISV
Fiserv Inc
FISV
+$1.34M

Top Sells

1
+$25.5M
2
+$15.9M
3
+$11.1M
4
ROP icon
Roper Technologies
ROP
+$7.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.07M

Sector Composition

1 Financials 34.95%
2 Healthcare 16.04%
3 Technology 14.36%
4 Industrials 9.82%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.04%
6,610
-75
102
$1.06M 0.04%
48,868
-3,948
103
$1.06M 0.04%
9,650
-1,533
104
$1.05M 0.03%
76,925
-7,600
105
$994K 0.03%
13,894
-1,200
106
$956K 0.03%
16,400
107
$931K 0.03%
15,002
-1,836
108
$903K 0.03%
5,701
+647
109
$880K 0.03%
26,112
110
$814K 0.03%
98,800
-9,200
111
$808K 0.03%
3,764
112
$806K 0.03%
18,000
113
$780K 0.03%
6,485
-1,046
114
$778K 0.03%
3,500
-7,000
115
$759K 0.03%
3,898
-350
116
$758K 0.03%
4,301
117
$741K 0.02%
24,540
118
$718K 0.02%
13,600
119
$684K 0.02%
28,000
120
$680K 0.02%
16,013
121
$676K 0.02%
18,800
-1,000
122
$671K 0.02%
1,441
123
$667K 0.02%
14,598
-2,659
124
$653K 0.02%
1,861
-686
125
$648K 0.02%
22,762
3 4
5
6 7