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
$4.93B
AUM Growth
+$634M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.6M
3
+$12.9M
4
OWL icon
Blue Owl Capital
OWL
+$11.5M
5
CACC icon
Credit Acceptance
CACC
+$10.9M

Top Sells

1
+$7.6M
2
+$6.32M
3
+$3.36M
4
AAPL icon
Apple
AAPL
+$2.35M
5
JEF icon
Jefferies Financial Group
JEF
+$1.93M

Sector Composition

1 Financials 40.58%
2 Healthcare 13.65%
3 Technology 12.84%
4 Industrials 7.53%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.02%
18,724
-6,720
102
$1.13M 0.02%
7,000
+5,000
103
$1.1M 0.02%
16,400
104
$1.09M 0.02%
11,200
+50
105
$1.08M 0.02%
28,000
106
$1.05M 0.02%
2,127
+416
107
$1.04M 0.02%
16,338
108
$983K 0.02%
14,657
109
$976K 0.02%
22,525
110
$933K 0.02%
18,965
111
$808K 0.02%
15,953
112
$791K 0.02%
31,412
113
$779K 0.02%
1,341
114
$720K 0.01%
2,555
+55
115
$698K 0.01%
5,127
+2,074
116
$658K 0.01%
12,575
-250
117
$594K 0.01%
5,704
-285
118
$549K 0.01%
2,250
119
$542K 0.01%
6,000
120
$525K 0.01%
9,024
121
$521K 0.01%
20,920
122
$508K 0.01%
3,991
-784
123
$494K 0.01%
1,426
124
$491K 0.01%
4,000
125
$488K 0.01%
2,557
+57
3 4
5
6 7