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
$2.78B
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2M
3
+$1.81M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.19M
5
APO icon
Apollo Global Management
APO
+$780K

Top Sells

1
+$22M
2
+$8.45M
3
+$6.55M
4
ESGR
Enstar Group
ESGR
+$5.85M
5
LOW icon
Lowe's Companies
LOW
+$5.45M

Sector Composition

1 Financials 30.15%
2 Healthcare 15.18%
3 Industrials 12.03%
4 Energy 11.5%
5 Technology 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$721K 0.03%
18,225
-10,800
127
$721K 0.03%
7,000
128
$715K 0.03%
23,655
-1,500
129
$715K 0.03%
5,873
130
$712K 0.03%
24,950
-2,250
131
$681K 0.02%
8,000
-8,000
132
$679K 0.02%
7,536
133
$668K 0.02%
5,700
134
$642K 0.02%
13,362
135
$615K 0.02%
9,950
136
$600K 0.02%
12,200
137
$591K 0.02%
378,700
138
$574K 0.02%
6,808
-38
139
$560K 0.02%
8,094
140
$548K 0.02%
13,350
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141
$547K 0.02%
22,555
142
$544K 0.02%
4,118
143
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144
$535K 0.02%
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145
$516K 0.02%
7,394
146
$510K 0.02%
10,924
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147
$508K 0.02%
6,924
148
$485K 0.02%
2,948
149
$472K 0.02%
15,120
150
$463K 0.02%
4,501
-900
4 5
6
7 8