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
$4.83B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$25.1M
3
+$10M
4
CACC icon
Credit Acceptance
CACC
+$9.4M
5
OWL icon
Blue Owl Capital
OWL
+$9.17M

Top Sells

1
+$20.6M
2
+$14.7M
3
+$13.9M
4
QCOM icon
Qualcomm
QCOM
+$11.2M
5
JEF icon
Jefferies Financial Group
JEF
+$10.9M

Sector Composition

1 Financials 40.82%
2 Healthcare 13.34%
3 Technology 13.15%
4 Communication Services 7.57%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$422K 0.01%
3,691
-300
127
$405K 0.01%
3,800
-400
128
$402K 0.01%
1,800
-3,100
129
$389K 0.01%
9,790
130
$388K 0.01%
3,655
-2,049
131
$385K 0.01%
5,000
-500
132
$376K 0.01%
2,985
133
$357K 0.01%
+2,079
134
$351K 0.01%
3,532
135
$341K 0.01%
2,136
136
$337K 0.01%
8,000
-1,000
137
$332K 0.01%
2,540
138
$330K 0.01%
4,339
+39
139
$328K 0.01%
5,109
140
$316K 0.01%
2,483
141
$312K 0.01%
2,698
142
$303K 0.01%
3,900
143
$296K 0.01%
11,997
144
$264K 0.01%
+10,167
145
$263K 0.01%
1,108
146
$259K 0.01%
3,604
147
$259K 0.01%
7,658
148
$258K 0.01%
+1,700
149
$257K 0.01%
473
150
$256K 0.01%
5,629
-299
4 5
6
7 8