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
$3.99B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$25.4M
3
+$16.8M
4
OWL icon
Blue Owl Capital
OWL
+$13.3M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$12.3M

Top Sells

1
+$28.8M
2
+$11.3M
3
+$9.32M
4
MTDR icon
Matador Resources
MTDR
+$8.28M
5
LUMN icon
Lumen
LUMN
+$5.76M

Sector Composition

1 Financials 39.86%
2 Technology 14.72%
3 Healthcare 13.01%
4 Communication Services 8.53%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.03%
20,660
-997
102
$1.25M 0.03%
23,502
-6,775
103
$1.17M 0.03%
11,770
-500
104
$1.16M 0.03%
24,841
-800
105
$1.16M 0.03%
2,125
-25
106
$1.15M 0.03%
16,400
107
$1.09M 0.03%
4,800
108
$1.07M 0.03%
22,787
+249
109
$1.07M 0.03%
10,000
110
$1.02M 0.03%
4,200
111
$1.01M 0.03%
6,360
-200
112
$914K 0.02%
4,018
-283
113
$905K 0.02%
25,549
114
$839K 0.02%
17,975
115
$832K 0.02%
28,000
116
$824K 0.02%
2,295
117
$807K 0.02%
30,662
118
$803K 0.02%
10,997
-2,558
119
$795K 0.02%
16,013
120
$792K 0.02%
1,341
121
$728K 0.02%
38,475
-21,550
122
$727K 0.02%
5,372
123
$717K 0.02%
2,900
-831
124
$715K 0.02%
11,900
-24,900
125
$700K 0.02%
15,800
3 4
5
6 7