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
$3.33B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.2M
3
+$12.4M
4
RDNT icon
RadNet
RDNT
+$5.78M
5
FERG icon
Ferguson
FERG
+$3.6M

Top Sells

1
+$51.7M
2
+$41.7M
3
+$5.12M
4
LUMN icon
Lumen
LUMN
+$3.33M
5
BX icon
Blackstone
BX
+$2.37M

Sector Composition

1 Financials 38.51%
2 Healthcare 14.16%
3 Technology 13.62%
4 Communication Services 9.18%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$520K 0.02%
1,012
+401
127
$515K 0.02%
2,295
128
$457K 0.01%
4,016
+16
129
$454K 0.01%
6,018
+18
130
$449K 0.01%
10,788
-11,999
131
$440K 0.01%
5,200
132
$434K 0.01%
9,078
133
$409K 0.01%
2,250
134
$400K 0.01%
1,440
+14
135
$353K 0.01%
2,500
+250
136
$345K 0.01%
39,780
137
$336K 0.01%
2,651
-82
138
$324K 0.01%
9,094
139
$321K 0.01%
4,547
140
$321K 0.01%
2,037
+37
141
$305K 0.01%
2,760
142
$293K 0.01%
+2,467
143
$282K 0.01%
3,952
+52
144
$274K 0.01%
1,072
+9
145
$255K 0.01%
6,103
+698
146
$249K 0.01%
2,691
147
$246K 0.01%
2,600
148
$246K 0.01%
6,485
+60
149
$239K 0.01%
3,000
-500
150
$239K 0.01%
+80,000
4 5
6
7 8