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
$5.01B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$35.5M
3
+$14.7M
4
RDNT icon
RadNet
RDNT
+$10.5M
5
CSGP icon
CoStar Group
CSGP
+$8.33M

Top Sells

1
+$151M
2
+$20.4M
3
+$13.5M
4
APO icon
Apollo Global Management
APO
+$11.1M
5
MSFT icon
Microsoft
MSFT
+$10.4M

Sector Composition

1 Financials 40.86%
2 Healthcare 12.35%
3 Technology 12.04%
4 Industrials 8.02%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$541K 0.01%
8,700
-5,597
127
$504K 0.01%
1,200
-892
128
$474K 0.01%
2,048
+23
129
$454K 0.01%
4,397
-75
130
$447K 0.01%
1,434
-32
131
$442K 0.01%
2,136
132
$440K 0.01%
7,700
133
$427K 0.01%
2,500
134
$424K 0.01%
3,800
135
$416K 0.01%
5,109
136
$408K 0.01%
1,700
137
$408K 0.01%
9,653
138
$403K 0.01%
2,000
139
$394K 0.01%
3,989
+431
140
$383K 0.01%
2,926
141
$376K 0.01%
3,580
-111
142
$364K 0.01%
716
-75
143
$363K 0.01%
2,205
144
$363K 0.01%
1,459
145
$341K 0.01%
784
146
$339K 0.01%
8,858
+1,200
147
$337K 0.01%
2,483
148
$324K 0.01%
3,604
149
$317K 0.01%
4,440
+33
150
$307K 0.01%
2,611
-500
4 5
6
7 8