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
$3.33B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.2M
3
+$12.4M
4
RDNT icon
RadNet
RDNT
+$5.78M
5
FERG icon
Ferguson
FERG
+$3.6M

Top Sells

1
+$51.7M
2
+$41.7M
3
+$5.12M
4
LUMN icon
Lumen
LUMN
+$3.33M
5
BX icon
Blackstone
BX
+$2.37M

Sector Composition

1 Financials 38.51%
2 Healthcare 14.16%
3 Technology 13.62%
4 Communication Services 9.18%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.03%
193,675
-29,075
102
$1.04M 0.03%
16,400
103
$1.01M 0.03%
17,833
-2,827
104
$988K 0.03%
21,473
-2,029
105
$977K 0.03%
4,828
+28
106
$945K 0.03%
24,073
-768
107
$930K 0.03%
17,787
-9,899
108
$869K 0.03%
5,560
-800
109
$846K 0.03%
4,030
+12
110
$814K 0.02%
31,864
+1,202
111
$729K 0.02%
1,341
112
$713K 0.02%
25,549
113
$699K 0.02%
28,000
114
$683K 0.02%
17,625
-350
115
$676K 0.02%
17,033
+6,862
116
$675K 0.02%
1,925
-200
117
$668K 0.02%
16,013
118
$644K 0.02%
38,450
-25
119
$620K 0.02%
2,512
-388
120
$589K 0.02%
15,800
121
$581K 0.02%
7,543
-3,454
122
$574K 0.02%
6,396
-6,892
123
$568K 0.02%
3,500
124
$547K 0.02%
4,726
-646
125
$532K 0.02%
6,659
-800
3 4
5
6 7