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
$2.93B
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$10.6M
3
+$7.39M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.82M
5
PJT icon
PJT Partners
PJT
+$1.63M

Top Sells

1
+$30.9M
2
+$28.9M
3
+$23.3M
4
IBM icon
IBM
IBM
+$23.3M
5
ESGR
Enstar Group
ESGR
+$22.1M

Sector Composition

1 Financials 29.14%
2 Healthcare 15.63%
3 Industrials 10.9%
4 Technology 10.26%
5 Energy 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$642K 0.02%
16,600
152
$640K 0.02%
24,710
-195,087
153
$638K 0.02%
37,325
+20
154
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7,873
155
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6,700
156
$585K 0.02%
13,039
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157
$573K 0.02%
9,950
158
$570K 0.02%
45,128
-11,000
159
$562K 0.02%
13,362
160
$553K 0.02%
6,846
161
$550K 0.02%
8,094
162
$540K 0.02%
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163
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164
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165
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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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173
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174
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27,831
-4,939
175
$412K 0.01%
4,182
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