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
$2.85B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.66M
3
+$5.2M
4
EPD icon
Enterprise Products Partners
EPD
+$3.55M
5
WAB icon
Wabtec
WAB
+$2.73M

Top Sells

1
+$22.1M
2
+$10.4M
3
+$6.5M
4
ABT icon
Abbott
ABT
+$3.53M
5
BX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$737K 0.03%
14,082
+1,665
127
$728K 0.03%
21,905
128
$719K 0.03%
4,351
129
$704K 0.02%
13,362
130
$698K 0.02%
9,159
-700
131
$675K 0.02%
2,450
132
$664K 0.02%
9,259
-40,800
133
$660K 0.02%
2,703
-69
134
$638K 0.02%
12,420
135
$636K 0.02%
10,000
136
$632K 0.02%
6,837
-340
137
$625K 0.02%
9,370
138
$600K 0.02%
5,761
139
$560K 0.02%
+20,622
140
$544K 0.02%
9,977
-1,900
141
$538K 0.02%
311,060
142
$483K 0.02%
6,150
-1,500
143
$478K 0.02%
21,500
144
$456K 0.02%
28,000
145
$454K 0.02%
8,313
146
$452K 0.02%
5,834
-200
147
$443K 0.02%
4,850
-4,692
148
$442K 0.02%
14,124
149
$431K 0.02%
2,500
150
$417K 0.01%
34,600
-604
4 5
6
7 8