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
$2.8B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.6M
3
+$13.1M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$10.6M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$10.3M

Top Sells

1
+$12.4M
2
+$8.34M
3
+$8.2M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$5.7M
5
ABT icon
Abbott
ABT
+$5.14M

Sector Composition

1 Financials 28.48%
2 Healthcare 18.76%
3 Technology 12.79%
4 Industrials 9.29%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$454K 0.02%
6,034
152
$450K 0.02%
28,000
153
$447K 0.02%
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154
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155
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156
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157
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160
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161
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162
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163
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164
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165
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166
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168
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170
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173
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174
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175
$252K 0.01%
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