BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+10.31%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$3.83B
AUM Growth
+$365M
(+11%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
46.82%
Holding
177
New
6
Increased
30
Reduced
82
Closed
1
Top Buys
| 1 |
Rush Enterprises Class A
RUSHA
|
$22.1M |
| 2 |
Labcorp
LH
|
$19.3M |
| 3 |
Zurn Elkay Water Solutions
ZWS
|
$11.8M |
| 4 |
Charles Schwab
SCHW
|
$10.9M |
| 5 |
Waters Corp
WAT
|
$3.62M |
Top Sells
| 1 |
Microsoft
MSFT
|
$15.4M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$14.7M |
| 3 |
Advanced Drainage Systems
WMS
|
$9.18M |
| 4 |
MiMedx Group
MDXG
|
$3.91M |
| 5 |
Mastercard
MA
|
$3.52M |
Sector Composition
| 1 | Financials | 38.94% |
| 2 | Technology | 13.69% |
| 3 | Healthcare | 13.2% |
| 4 | Industrials | 7.46% |
| 5 | Communication Services | 7.42% |
