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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$958K 0.03%
12,600
127
$948K 0.03%
18,325
128
$933K 0.03%
30,552
-40,212
129
$928K 0.03%
26,396
130
$923K 0.03%
121,488
-29,304
131
$922K 0.03%
7,522
132
$921K 0.03%
31,770
133
$888K 0.03%
13,250
134
$885K 0.03%
32,816
-5,369
135
$865K 0.03%
20,950
136
$858K 0.03%
11,220
137
$808K 0.03%
10,550
-900
138
$788K 0.03%
6,273
-360
139
$783K 0.03%
16,600
140
$763K 0.03%
9,915
-600
141
$722K 0.03%
27,200
142
$704K 0.02%
21,582
143
$702K 0.02%
53,259
-2,689
144
$690K 0.02%
15,450
145
$678K 0.02%
43,300
-23,200
146
$667K 0.02%
6,700
147
$658K 0.02%
36,340
-985
148
$653K 0.02%
7,873
149
$631K 0.02%
9,950
150
$621K 0.02%
6,200
4 5
6
7 8