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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.5M
3
+$17.3M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.51M

Top Sells

1
+$12.2M
2
+$11.4M
3
+$10.7M
4
ROP icon
Roper Technologies
ROP
+$4.76M
5
ABT icon
Abbott
ABT
+$4.38M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$478K 0.02%
10,200
-6,700
152
$476K 0.02%
9,284
-1,440
153
$472K 0.02%
3,311
-4
154
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35,340
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155
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156
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5,504
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157
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3,356
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158
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57,688
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159
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160
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161
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162
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13,500
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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174
$281K 0.01%
3,500
175
$279K 0.01%
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5 6
7
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