BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.03%
50,916
-2,324
127
$1.3M 0.03%
12,901
+4,632
128
$1.27M 0.03%
27,702
-1,800
129
$1.25M 0.03%
28,844
+69
130
$1.23M 0.03%
17,661
131
$1.23M 0.03%
17,005
+175
132
$1.22M 0.03%
51
133
$1.22M 0.03%
27,825
-522
134
$1.18M 0.03%
13,700
135
$1.15M 0.03%
8,050
-47
136
$1.14M 0.03%
18,500
137
$1.14M 0.03%
16,000
138
$1.12M 0.03%
21,037
+1,512
139
$1.05M 0.02%
11,154
-415
140
$1.05M 0.02%
27,150
141
$1.02M 0.02%
66,611
142
$1.01M 0.02%
4,000
-400
143
$1.01M 0.02%
12,600
144
$1.01M 0.02%
5,401
-217
145
$993K 0.02%
13,362
146
$983K 0.02%
18,600
147
$957K 0.02%
794
-243
148
$939K 0.02%
14,048
149
$932K 0.02%
8,513
-2,000
150
$908K 0.02%
33,820
-590
4 5
6
7 8