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
$2.77B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.25M
3
+$5.9M
4
BX icon
Blackstone
BX
+$5.88M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$5.02M

Top Sells

1
+$38.2M
2
+$13.8M
3
+$13.1M
4
WAT icon
Waters Corp
WAT
+$10.1M
5
QCOM icon
Qualcomm
QCOM
+$5.78M

Sector Composition

1 Financials 27.29%
2 Healthcare 16.95%
3 Industrials 12.07%
4 Energy 11.07%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$537K 0.02%
2,948
-200
152
$536K 0.02%
+16,708
153
$533K 0.02%
22,555
-1,900
154
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4,118
-200
155
$483K 0.02%
20,300
156
$483K 0.02%
35,885
-475
157
$476K 0.02%
5,401
158
$468K 0.02%
7,394
159
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-1,100
160
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161
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162
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163
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164
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165
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166
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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
$313K 0.01%
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+1
175
$304K 0.01%
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7
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