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
$3.1B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$8.65M
3
+$2.34M
4
HLT icon
Hilton Worldwide
HLT
+$1.68M
5
SHW icon
Sherwin-Williams
SHW
+$1.62M

Top Sells

1
+$38.1M
2
+$10.4M
3
+$6.73M
4
APO icon
Apollo Global Management
APO
+$2.36M
5
LUMN icon
Lumen
LUMN
+$2.15M

Sector Composition

1 Financials 38.96%
2 Healthcare 14.34%
3 Technology 13.21%
4 Communication Services 8.53%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$460K 0.01%
6,000
-18
127
$450K 0.01%
2,250
128
$449K 0.01%
4,000
-16
129
$372K 0.01%
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-200
130
$367K 0.01%
1,426
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131
$349K 0.01%
4,726
132
$347K 0.01%
26,600
-99,019
133
$343K 0.01%
9,788
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134
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135
$330K 0.01%
2,651
136
$321K 0.01%
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137
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4,200
-1,000
138
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2,760
139
$299K 0.01%
2,000
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140
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2,500
141
$290K 0.01%
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142
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143
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144
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145
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146
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147
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1,301
148
$201K 0.01%
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149
$201K 0.01%
+7,000
150
$162K 0.01%
80,000
3 4 5
6
7