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
$2.93B
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$10.6M
3
+$7.39M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.82M
5
PJT icon
PJT Partners
PJT
+$1.63M

Top Sells

1
+$30.9M
2
+$28.9M
3
+$23.3M
4
IBM icon
IBM
IBM
+$23.3M
5
ESGR
Enstar Group
ESGR
+$22.1M

Sector Composition

1 Financials 29.14%
2 Healthcare 15.63%
3 Industrials 10.9%
4 Technology 10.26%
5 Energy 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$952K 0.03%
19,950
-22,000
127
$946K 0.03%
18,889
-3,921
128
$937K 0.03%
7,522
-300
129
$919K 0.03%
18,500
130
$871K 0.03%
31,770
-5
131
$870K 0.03%
11,220
-400
132
$862K 0.03%
20,950
-6,510
133
$858K 0.03%
18,325
-400
134
$852K 0.03%
12,031
135
$839K 0.03%
26,396
-8,100
136
$837K 0.03%
+13,250
137
$808K 0.03%
12,600
138
$802K 0.03%
10,515
139
$792K 0.03%
23,650
140
$784K 0.03%
6,633
-6,853
141
$776K 0.03%
585
142
$764K 0.03%
21,582
+9,216
143
$747K 0.03%
11,216
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144
$746K 0.03%
55,948
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145
$743K 0.03%
6,200
-7,350
146
$736K 0.03%
11,450
-551
147
$694K 0.02%
27,200
-400
148
$693K 0.02%
3,668
149
$689K 0.02%
118,500
150
$669K 0.02%
15,450
-1,271
4 5
6
7 8