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
$2.85B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.66M
3
+$5.2M
4
EPD icon
Enterprise Products Partners
EPD
+$3.55M
5
WAB icon
Wabtec
WAB
+$2.73M

Top Sells

1
+$22.1M
2
+$10.4M
3
+$6.5M
4
ABT icon
Abbott
ABT
+$3.53M
5
BX icon
Blackstone
BX
+$3.28M

Sector Composition

1 Financials 30.91%
2 Healthcare 16.7%
3 Technology 13.21%
4 Industrials 9.38%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$407K 0.01%
1,385
152
$385K 0.01%
1,058
-225
153
$375K 0.01%
11,125
-54,510
154
$375K 0.01%
2,150
-5,150
155
$361K 0.01%
7,236
156
$352K 0.01%
4,986
-360
157
$349K 0.01%
3,000
158
$347K 0.01%
3,410
-1,338
159
$333K 0.01%
4,047
160
$326K 0.01%
5,900
161
$322K 0.01%
2,400
162
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-300
163
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6,000
-1,375
164
$299K 0.01%
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165
$292K 0.01%
11,417
166
$285K 0.01%
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167
$277K 0.01%
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168
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2,000
169
$268K 0.01%
5,400
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170
$257K 0.01%
2,760
171
$255K 0.01%
1,035
172
$254K 0.01%
4,250
-350
173
$249K 0.01%
3,500
174
$249K 0.01%
12,000
175
$247K 0.01%
3,288
-2,023
5 6
7
8 9