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
$2.49B
AUM Growth
-$656M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$7.6M
3
+$6.36M
4
EPD icon
Enterprise Products Partners
EPD
+$2.91M
5
LH icon
Labcorp
LH
+$2.55M

Top Sells

1
+$30.5M
2
+$17.9M
3
+$11.2M
4
QCOM icon
Qualcomm
QCOM
+$10.4M
5
MSFT icon
Microsoft
MSFT
+$7.11M

Sector Composition

1 Financials 30.05%
2 Healthcare 18.3%
3 Technology 12.11%
4 Communication Services 10.64%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$415K 0.02%
5,761
152
$405K 0.02%
10,000
153
$401K 0.02%
1,533
154
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156
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158
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159
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160
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161
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162
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163
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167
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173
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174
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175
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258
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