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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.5M
3
+$17.3M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.51M

Top Sells

1
+$12.2M
2
+$11.4M
3
+$10.7M
4
ROP icon
Roper Technologies
ROP
+$4.76M
5
ABT icon
Abbott
ABT
+$4.38M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$820K 0.03%
21,600
127
$816K 0.03%
116,083
-250
128
$809K 0.03%
10,519
129
$795K 0.03%
5,072
-501
130
$785K 0.03%
5,050
-450
131
$759K 0.03%
16,400
132
$733K 0.02%
9,488
-200
133
$730K 0.02%
21,700
134
$712K 0.02%
24,400
-200
135
$672K 0.02%
6,700
136
$664K 0.02%
11,250
137
$655K 0.02%
21,905
138
$620K 0.02%
15,943
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139
$603K 0.02%
1,096,447
-11,325
140
$600K 0.02%
12,200
141
$569K 0.02%
13,362
142
$563K 0.02%
12,608
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143
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15,120
144
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5,761
145
$505K 0.02%
9,750
146
$504K 0.02%
2,665
147
$503K 0.02%
2,568
-67
148
$491K 0.02%
370,700
149
$490K 0.02%
10,200
150
$481K 0.02%
4,401
4 5
6
7 8