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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$605K 0.02%
3,168
-500
152
$593K 0.02%
13,362
153
$582K 0.02%
8,094
154
$580K 0.02%
21,600
155
$565K 0.02%
16,656
-767
156
$557K 0.02%
8,790
-2,426
157
$523K 0.02%
6,846
158
$521K 0.02%
425
-160
159
$519K 0.02%
12,939
-100
160
$519K 0.02%
463,700
-1,600
161
$511K 0.02%
24,455
162
$485K 0.02%
5,401
163
$458K 0.02%
+5,850
164
$445K 0.02%
15,120
165
$427K 0.01%
3,015
166
$407K 0.01%
+16,400
167
$387K 0.01%
6,190
168
$384K 0.01%
22,975
-4,856
169
$382K 0.01%
20,300
170
$379K 0.01%
9,500
171
$375K 0.01%
5,000
-49
172
$367K 0.01%
4,182
173
$351K 0.01%
2,722
174
$351K 0.01%
7,532
-1,775
175
$349K 0.01%
4,443
+400
5 6
7
8 9