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
$3.3B
AUM Growth
-$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$41.8M
3
+$21.5M
4
BLVDU
Boulevard Acquisition Corp. II
BLVDU
+$20.2M
5
MTDR icon
Matador Resources
MTDR
+$17.2M

Top Sells

1
+$57.6M
2
+$38.4M
3
+$28M
4
SUBC
SUBSEA 7 S A SPONSORED ADR
SUBC
+$8.94M
5
IBM icon
IBM
IBM
+$7.87M

Sector Composition

1 Financials 29.73%
2 Healthcare 14.61%
3 Energy 12.2%
4 Technology 10.62%
5 Industrials 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.04%
68,914
-90,436
127
$1.23M 0.04%
50,408
+1,952
128
$1.21M 0.04%
14,575
-1,600
129
$1.2M 0.04%
66,500
130
$1.19M 0.04%
27,460
131
$1.17M 0.04%
20,430
+4
132
$1.15M 0.03%
18,600
133
$1.14M 0.03%
4,000
-150
134
$1.13M 0.03%
46,483
135
$1.13M 0.03%
203,800
+14,300
136
$1.13M 0.03%
22,810
-3,442
137
$1.11M 0.03%
38,055
-2,000
138
$1.08M 0.03%
29,125
139
$1.06M 0.03%
34,496
140
$1.05M 0.03%
95,000
141
$1.05M 0.03%
16,000
142
$1.05M 0.03%
13,016
-2,490
143
$1.03M 0.03%
11,542
144
$1.03M 0.03%
10,344
-50
145
$971K 0.03%
34,140
+2
146
$889K 0.03%
31,775
147
$882K 0.03%
18,500
148
$875K 0.03%
29,039
-4,721
149
$855K 0.03%
7,822
150
$851K 0.03%
56,128
-9,050
4 5
6
7 8