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
$2.69B
AUM Growth
+$441M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$14.8M
3
+$7.81M
4
ESGR
Enstar Group
ESGR
+$3.32M
5
SCHW icon
Charles Schwab
SCHW
+$2.32M

Top Sells

1
+$11.4M
2
+$9.48M
3
+$8.96M
4
ABT icon
Abbott
ABT
+$6.48M
5
LUMN icon
Lumen
LUMN
+$6.27M

Sector Composition

1 Financials 34.33%
2 Healthcare 16.52%
3 Technology 15.69%
4 Communication Services 9.11%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$283K 0.01%
1,316
152
$283K 0.01%
1,500
153
$274K 0.01%
+12,328
154
$272K 0.01%
4,553
+220
155
$265K 0.01%
+1,169
156
$258K 0.01%
1,000
157
$251K 0.01%
+1,440
158
$240K 0.01%
+3,500
159
$216K 0.01%
+1,480
160
$216K 0.01%
3,000
161
$213K 0.01%
3,271
-6,255
162
$212K 0.01%
+488
163
$210K 0.01%
+7,696
164
$210K 0.01%
+2,000
165
$209K 0.01%
+4,380
166
$207K 0.01%
28,000
167
$205K 0.01%
+1,965
168
$199K 0.01%
11,400
169
$189K 0.01%
16,800
170
$150K 0.01%
65,780
-10,100
171
$125K ﹤0.01%
41,350
-1,400
172
$122K ﹤0.01%
27,200
173
$110K ﹤0.01%
1,000
174
$84K ﹤0.01%
13,100
175
$55K ﹤0.01%
48,388
4 5 6
7
8