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
$3.83B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$19.3M
3
+$11.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.9M
5
WAT icon
Waters Corp
WAT
+$3.62M

Top Sells

1
+$15.4M
2
+$14.7M
3
+$9.18M
4
MDXG icon
MiMedx Group
MDXG
+$3.91M
5
MA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$405K 0.01%
4,547
-25
127
$402K 0.01%
15,850
-8,305
128
$396K 0.01%
4,437
-408
129
$389K 0.01%
7,200
-8,300
130
$377K 0.01%
11,402
-3,050
131
$335K 0.01%
2,500
132
$332K 0.01%
1,095
133
$316K 0.01%
2,760
134
$304K 0.01%
2,483
135
$300K 0.01%
1,198
-100
136
$299K 0.01%
2,560
137
$276K 0.01%
6,103
138
$274K 0.01%
3,900
139
$262K 0.01%
3,227
140
$257K 0.01%
3,209
-1,417
141
$254K 0.01%
+6,000
142
$252K 0.01%
2,000
143
$246K 0.01%
7,658
-400
144
$242K 0.01%
1,217
-30
145
$235K 0.01%
531
146
$233K 0.01%
2,136
-257
147
$226K 0.01%
6,627
-2,200
148
$215K 0.01%
+648
149
$214K 0.01%
2,500
150
$211K 0.01%
+1,120
3 4 5
6
7