BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
+3.67%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$3.46B
AUM Growth
+$3.46B
(+1.8%)
Cap. Flow
-$7.14M
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
45.5%
Holding
177
New
3
Increased
23
Reduced
79
Closed
6
Top Buys
| 1 |
Zurn Elkay Water Solutions
ZWS
|
$21.9M |
| 2 |
Ferguson
FERG
|
$14.4M |
| 3 |
Charles Schwab
SCHW
|
$6.9M |
| 4 |
Vitesse Energy
VTS
|
$4.62M |
| 5 |
Labcorp
LH
|
$2.04M |
Top Sells
| 1 |
Armstrong World Industries
AWI
|
$10.7M |
| 2 |
Markel Group
MKL
|
$10M |
| 3 |
Teva Pharmaceuticals
TEVA
|
$5.92M |
| 4 |
FOCS
Focus Financial Partners Inc. Class A
FOCS
|
$5.8M |
| 5 |
Brookfield
BN
|
$4.47M |
Sector Composition
| 1 | Financials | 38.71% |
| 2 | Technology | 13.87% |
| 3 | Healthcare | 13.78% |
| 4 | Communication Services | 7.55% |
| 5 | Industrials | 7.17% |
