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
$3.76B
AUM Growth
+$520M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$9.83M
3
+$9.18M
4
APO icon
Apollo Global Management
APO
+$7.14M
5
FISV
Fiserv Inc
FISV
+$6.99M

Top Sells

1
+$16M
2
+$11.7M
3
+$11.1M
4
MTDR icon
Matador Resources
MTDR
+$6.58M
5
JEF icon
Jefferies Financial Group
JEF
+$4.78M

Sector Composition

1 Financials 37.08%
2 Healthcare 14.95%
3 Technology 13.33%
4 Communication Services 9.53%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$628K 0.02%
11,200
127
$616K 0.02%
28,336
-12,284
128
$591K 0.02%
7,859
-100
129
$576K 0.02%
2,403
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130
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+16,953
131
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-500
132
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9,616
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133
$465K 0.01%
26,400
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134
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135
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4,000
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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141
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142
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146
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147
$357K 0.01%
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148
$348K 0.01%
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149
$344K 0.01%
11,400
150
$338K 0.01%
6,425
4 5
6
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