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
$3.15B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$64.5M
2
+$21.3M
3
+$8.72M
4
LUMN icon
Lumen
LUMN
+$5.13M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.87M

Top Sells

1
+$21.5M
2
+$14.4M
3
+$13.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$13.1M
5
ABT icon
Abbott
ABT
+$7.5M

Sector Composition

1 Financials 29.01%
2 Healthcare 16.47%
3 Technology 12.09%
4 Communication Services 10.94%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$909K 0.03%
7,006
-380
127
$905K 0.03%
23,500
128
$901K 0.03%
11,770
-10,275
129
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15,120
130
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16,400
131
$816K 0.03%
6,700
132
$798K 0.03%
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133
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134
$757K 0.02%
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-1
135
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136
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137
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138
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139
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140
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4,351
141
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142
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143
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144
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145
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327,000
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146
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147
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148
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149
$494K 0.02%
2,025
150
$486K 0.02%
5,761
4 5
6
7 8