BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
+1.32%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$3.82B
AUM Growth
+$3.82B
(-0.17%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
46.55%
Holding
179
New
3
Increased
33
Reduced
78
Closed
9
Top Buys
| 1 |
Fortrea Holdings
FTRE
|
$57.3M |
| 2 |
Rush Enterprises Class A
RUSHA
|
$11.3M |
| 3 |
American Express
AXP
|
$3.25M |
| 4 |
Blue Owl Capital
OWL
|
$2.14M |
| 5 |
Hilton Worldwide
HLT
|
$1.94M |
Top Sells
| 1 |
Microsoft
MSFT
|
$13.3M |
| 2 |
Sherwin-Williams
SHW
|
$5.99M |
| 3 |
Teva Pharmaceuticals
TEVA
|
$5.72M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$3.27M |
| 5 |
Advanced Drainage Systems
WMS
|
$3.17M |
Sector Composition
| 1 | Financials | 40.66% |
| 2 | Healthcare | 13.37% |
| 3 | Technology | 12.41% |
| 4 | Communication Services | 7.57% |
| 5 | Industrials | 7.49% |
