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
$2.84B
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$21.2M
3
+$7.03M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.44M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$670K

Top Sells

1
+$6.67M
2
+$5.28M
3
+$4.49M
4
BX icon
Blackstone
BX
+$3.91M
5
MKL icon
Markel Group
MKL
+$3.77M

Sector Composition

1 Financials 33.64%
2 Healthcare 16.1%
3 Technology 12.72%
4 Communication Services 9.65%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$371K 0.01%
3,000
152
$366K 0.01%
3,365
-45
153
$364K 0.01%
2,150
154
$364K 0.01%
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155
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156
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157
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158
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159
$335K 0.01%
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160
$331K 0.01%
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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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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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3,000
173
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174
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4,000
175
$233K 0.01%
2,143
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