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
$2.8B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.6M
3
+$13.1M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$10.6M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$10.3M

Top Sells

1
+$12.4M
2
+$8.34M
3
+$8.2M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$5.7M
5
ABT icon
Abbott
ABT
+$5.14M

Sector Composition

1 Financials 28.48%
2 Healthcare 18.76%
3 Technology 12.79%
4 Industrials 9.29%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$814K 0.03%
4,288
-112
127
$807K 0.03%
3,427
+2,000
128
$751K 0.03%
9,859
-1
129
$725K 0.03%
21,905
130
$721K 0.03%
14,525
-165,151
131
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4,351
132
$685K 0.02%
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133
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7,177
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134
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7,650
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135
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34,255
136
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137
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12,420
138
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11,250
139
$642K 0.02%
9,370
140
$641K 0.02%
11,877
141
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12,417
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142
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143
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144
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145
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2,450
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146
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311,060
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147
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148
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8,313
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149
$501K 0.02%
14,124
150
$478K 0.02%
21,500
-278
4 5
6
7 8