BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.51B
1-Year Est. Return 16.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.24B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$10.7M
3
+$5.89M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$4.59M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.58M

Top Sells

1
+$26.9M
2
+$20.2M
3
+$11.6M
4
CACC icon
Credit Acceptance
CACC
+$9.13M
5
APO icon
Apollo Global Management
APO
+$9.12M

Sector Composition

1 Financials 39.03%
2 Technology 12.47%
3 Healthcare 12.12%
4 Industrials 8.94%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$488K 0.01%
3,934
-55
127
$485K 0.01%
5,109
128
$469K 0.01%
2,048
129
$460K 0.01%
3,800
130
$432K 0.01%
1,446
+12
131
$431K 0.01%
5,000
-40,000
132
$430K 0.01%
1,460
+1
133
$429K 0.01%
2,000
134
$425K 0.01%
2,110
-26
135
$419K 0.01%
4,232
-165
136
$413K 0.01%
1,700
137
$410K 0.01%
2,926
138
$403K 0.01%
765
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139
$377K 0.01%
3,604
140
$372K 0.01%
5,500
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141
$360K 0.01%
926
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142
$349K 0.01%
650
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143
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144
$346K 0.01%
7,653
-2,000
145
$344K 0.01%
2,205
146
$340K 0.01%
4,481
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147
$337K 0.01%
2,483
148
$334K 0.01%
+1,050
149
$321K 0.01%
3,580
150
$320K 0.01%
2,611
4 5
6
7 8