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
$5.01B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$35.5M
3
+$14.7M
4
RDNT icon
RadNet
RDNT
+$10.5M
5
CSGP icon
CoStar Group
CSGP
+$8.33M

Top Sells

1
+$151M
2
+$20.4M
3
+$13.5M
4
APO icon
Apollo Global Management
APO
+$11.1M
5
MSFT icon
Microsoft
MSFT
+$10.4M

Sector Composition

1 Financials 40.86%
2 Healthcare 12.35%
3 Technology 12.04%
4 Industrials 8.02%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.02%
2,116
-5
102
$1.1M 0.02%
15,120
103
$1.09M 0.02%
28,000
104
$1.05M 0.02%
14,828
105
$1M 0.02%
13,647
-410
106
$975K 0.02%
16,240
+3,350
107
$968K 0.02%
1,945
108
$961K 0.02%
28,073
-400
109
$940K 0.02%
5,350
+150
110
$940K 0.02%
25,479
+9,940
111
$936K 0.02%
16,693
-900
112
$862K 0.02%
1,541
+854
113
$830K 0.02%
5,001
+74
114
$815K 0.02%
690
-200
115
$715K 0.01%
6,125
+3,625
116
$694K 0.01%
20,920
117
$673K 0.01%
2,155
+910
118
$666K 0.01%
26,637
119
$660K 0.01%
11,987
-587
120
$660K 0.01%
6,086
-1,450
121
$628K 0.01%
4,900
+2,140
122
$617K 0.01%
4,000
123
$612K 0.01%
4,374
+357
124
$595K 0.01%
9,379
+255
125
$585K 0.01%
1,915
3 4
5
6 7