BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+6.04%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$2.85B
AUM Growth
+$49.2M
(+1.8%)
Cap. Flow
-$69.5M
Cap. Flow
% of AUM
-2.44%
Top 10 Holdings %
Top 10 Hldgs %
41.47%
Holding
234
New
9
Increased
27
Reduced
106
Closed
12
Top Buys
| 1 |
Lumen
LUMN
|
$12.4M |
| 2 |
Credit Acceptance
CACC
|
$5.66M |
| 3 |
RadNet
RDNT
|
$5.2M |
| 4 |
Enterprise Products Partners
EPD
|
$3.55M |
| 5 |
Wabtec
WAB
|
$2.73M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
$22.1M |
| 2 |
Qualcomm
QCOM
|
$10.4M |
| 3 |
Dover
DOV
|
$6.5M |
| 4 |
Abbott
ABT
|
$3.53M |
| 5 |
Blackstone
BX
|
$3.28M |
Sector Composition
| 1 | Financials | 30.91% |
| 2 | Healthcare | 16.7% |
| 3 | Technology | 13.21% |
| 4 | Industrials | 9.38% |
| 5 | Communication Services | 9.05% |
