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
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.5M
3
+$12.1M
4
CACC icon
Credit Acceptance
CACC
+$3.89M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.63M

Top Sells

1
+$25.7M
2
+$18M
3
+$17.3M
4
COP icon
ConocoPhillips
COP
+$14.2M
5
ROP icon
Roper Technologies
ROP
+$2.31M

Sector Composition

1 Financials 30.47%
2 Healthcare 15.48%
3 Industrials 12.24%
4 Energy 11.25%
5 Technology 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$487K 0.02%
35,285
+25
152
$474K 0.02%
15,120
153
$452K 0.02%
10,200
154
$451K 0.02%
4,401
-100
155
$438K 0.02%
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-40
156
$409K 0.01%
2,665
157
$400K 0.01%
6,444
-950
158
$394K 0.01%
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-175
159
$384K 0.01%
3,929
+1
160
$376K 0.01%
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161
$371K 0.01%
17,704
-1,609
162
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28,000
163
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3,000
164
$343K 0.01%
13,500
165
$333K 0.01%
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166
$331K 0.01%
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167
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3,000
168
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169
$306K 0.01%
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170
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2,687
171
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9,000
172
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4,200
173
$290K 0.01%
21,077
174
$290K 0.01%
1,114,784
-13,000
175
$286K 0.01%
3,152
5 6
7
8 9