BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+3.14%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$2.98B
AUM Growth
+$6.75M
(+0.23%)
Cap. Flow
-$53M
Cap. Flow
% of AUM
-1.78%
Top 10 Holdings %
Top 10 Hldgs %
37.24%
Holding
241
New
5
Increased
36
Reduced
99
Closed
10
Top Buys
| 1 |
MDR
McDermott International
MDR
|
$35.6M |
| 2 |
Lumen
LUMN
|
$11.1M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$10.8M |
| 4 |
BlackBerry
BB
|
$5.27M |
| 5 |
Apollo Global Management
APO
|
$2.52M |
Top Sells
| 1 |
Jefferies Financial Group
JEF
|
$30.4M |
| 2 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$28.7M |
| 3 |
Dover
DOV
|
$11.7M |
| 4 |
Roper Technologies
ROP
|
$3.1M |
| 5 |
Abbott
ABT
|
$2.86M |
Sector Composition
| 1 | Financials | 28.13% |
| 2 | Healthcare | 15.9% |
| 3 | Energy | 11.17% |
| 4 | Technology | 11.16% |
| 5 | Communication Services | 11.15% |
