BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
+6.63%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$5.14B
AUM Growth
+$5.14B
(+6.5%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
47.06%
Holding
183
New
4
Increased
39
Reduced
74
Closed
6
Top Buys
| 1 |
Fortrea Holdings
FTRE
|
$46.3M |
| 2 |
Ferguson
FERG
|
$11.9M |
| 3 |
Credit Acceptance
CACC
|
$10.3M |
| 4 |
CoStar Group
CSGP
|
$9.84M |
| 5 |
Zurn Elkay Water Solutions
ZWS
|
$4.84M |
Top Sells
| 1 |
ESGR
Enstar Group
ESGR
|
$35.9M |
| 2 |
Sherwin-Williams
SHW
|
$8.8M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$6.78M |
| 4 |
Microsoft
MSFT
|
$6.74M |
| 5 |
Enterprise Products Partners
EPD
|
$5.57M |
Sector Composition
| 1 | Financials | 40.61% |
| 2 | Healthcare | 14.61% |
| 3 | Technology | 12.1% |
| 4 | Industrials | 8.01% |
| 5 | Communication Services | 6.58% |
