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
$3.84B
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$12.1M
3
+$7.18M
4
GRFS icon
Grifois
GRFS
+$3.21M
5
SJT
San Juan Basin Royalty Trust
SJT
+$2.71M

Top Sells

1
+$36.5M
2
+$17.4M
3
+$15.9M
4
JEF icon
Jefferies Financial Group
JEF
+$13.3M
5
IBM icon
IBM
IBM
+$9.65M

Sector Composition

1 Financials 28.3%
2 Healthcare 16.17%
3 Energy 13.77%
4 Industrials 11.37%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$912K 0.02%
31,775
152
$908K 0.02%
66,611
-2,862
153
$902K 0.02%
11,045
-1,162
154
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16,100
155
$884K 0.02%
27,600
-4,340
156
$868K 0.02%
12,920
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157
$860K 0.02%
16,450
158
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20,025
-2,600
159
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13,360
+15
160
$803K 0.02%
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-500
161
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7,539
162
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163
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585
164
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165
$749K 0.02%
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166
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167
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168
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169
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170
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171
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172
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+52,000
173
$671K 0.02%
6,700
174
$671K 0.02%
37,285
+15
175
$668K 0.02%
17,000
5 6
7
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