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
$4.93B
AUM Growth
+$634M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.6M
3
+$12.9M
4
OWL icon
Blue Owl Capital
OWL
+$11.5M
5
CACC icon
Credit Acceptance
CACC
+$10.9M

Top Sells

1
+$7.6M
2
+$6.32M
3
+$3.36M
4
AAPL icon
Apple
AAPL
+$2.35M
5
JEF icon
Jefferies Financial Group
JEF
+$1.93M

Sector Composition

1 Financials 40.58%
2 Healthcare 13.65%
3 Technology 12.84%
4 Industrials 7.53%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$451K 0.01%
4,547
127
$438K 0.01%
9,790
-362
128
$432K 0.01%
3,532
-600
129
$410K 0.01%
2,330
130
$407K 0.01%
784
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131
$406K 0.01%
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132
$382K 0.01%
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133
$377K 0.01%
5,500
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134
$370K 0.01%
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135
$369K 0.01%
6,797
136
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+9,000
137
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138
$333K 0.01%
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139
$326K 0.01%
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140
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4,300
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141
$304K 0.01%
11,997
-4,572
142
$300K 0.01%
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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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148
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1,130
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149
$252K 0.01%
1,818
150
$251K 0.01%
13,692
-2,300
3 4 5
6
7