BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$908K 0.02%
12,459
152
$899K 0.02%
15,559
-3,951
153
$882K 0.02%
16,744
-576
154
$875K 0.02%
34,496
155
$866K 0.02%
78,850
-26,950
156
$864K 0.02%
31,776
157
$857K 0.02%
5,330
-1,550
158
$846K 0.02%
16,100
159
$843K 0.02%
9,315
160
$802K 0.02%
12,573
-32
161
$795K 0.02%
+73,605
162
$768K 0.02%
8,322
163
$747K 0.02%
109,000
+35,000
164
$739K 0.02%
11,888
-213
165
$729K 0.02%
17,866
166
$723K 0.02%
16,521
167
$716K 0.02%
11,150
-100
168
$714K 0.02%
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169
$700K 0.02%
11,542
170
$690K 0.02%
30,000
-15,200
171
$662K 0.01%
+7,539
172
$660K 0.01%
14,996
-900
173
$645K 0.01%
21,600
174
$642K 0.01%
+16,450
175
$642K 0.01%
+16,075
5 6
7
8 9