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
$3.15B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$64.5M
2
+$21.3M
3
+$8.72M
4
LUMN icon
Lumen
LUMN
+$5.13M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.87M

Top Sells

1
+$21.5M
2
+$14.4M
3
+$13.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$13.1M
5
ABT icon
Abbott
ABT
+$7.5M

Sector Composition

1 Financials 29.01%
2 Healthcare 16.47%
3 Technology 12.09%
4 Communication Services 10.94%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$478K 0.02%
11,125
+809
152
$469K 0.01%
4,748
153
$449K 0.01%
22,950
-4,600
154
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6,484
-1,000
155
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156
$406K 0.01%
28,000
157
$402K 0.01%
5,504
158
$392K 0.01%
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159
$388K 0.01%
3,000
160
$385K 0.01%
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161
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13,500
162
$372K 0.01%
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163
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2,500
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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171
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172
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12,000
173
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174
$298K 0.01%
4,047
175
$288K 0.01%
267
5 6
7
8 9