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
$2.97B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$18.3M
3
+$9.92M
4
AWI icon
Armstrong World Industries
AWI
+$3.56M
5
MTDR icon
Matador Resources
MTDR
+$3.31M

Top Sells

1
+$13.6M
2
+$10M
3
+$9.17M
4
ROP icon
Roper Technologies
ROP
+$4.53M
5
BN icon
Brookfield
BN
+$4.29M

Sector Composition

1 Financials 30.61%
2 Healthcare 16.22%
3 Industrials 12.57%
4 Technology 10.32%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$500K 0.02%
5,761
152
$494K 0.02%
10,200
153
$489K 0.02%
2,635
-33
154
$482K 0.02%
3,315
-803
155
$465K 0.02%
2,665
156
$451K 0.02%
4,401
157
$427K 0.01%
4,833
158
$395K 0.01%
3,929
159
$389K 0.01%
5,964
-2,130
160
$383K 0.01%
35,285
161
$350K 0.01%
13,500
162
$349K 0.01%
3,000
163
$342K 0.01%
2,525
164
$336K 0.01%
16,382
-1,322
165
$335K 0.01%
10,734
166
$327K 0.01%
17,400
-1,000
167
$318K 0.01%
267
168
$315K 0.01%
7,841
-1,442
169
$312K 0.01%
4,600
170
$309K 0.01%
7,163
-567
171
$308K 0.01%
+9,016
172
$305K 0.01%
28,000
173
$297K 0.01%
9,000
174
$287K 0.01%
3,229
175
$286K 0.01%
+2,729
5 6
7
8 9