BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+25.18%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$2.69B
AUM Growth
+$441M
(+20%)
Cap. Flow
-$34.9M
Cap. Flow
% of AUM
-1.3%
Top 10 Holdings %
Top 10 Hldgs %
46.38%
Holding
199
New
11
Increased
26
Reduced
84
Closed
5
Top Buys
| 1 |
Mastercard
MA
|
$24M |
| 2 |
Hilton Worldwide
HLT
|
$14.8M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$7.81M |
| 4 |
ESGR
Enstar Group
ESGR
|
$3.32M |
| 5 |
Charles Schwab
SCHW
|
$2.32M |
Top Sells
| 1 |
AB InBev
BUD
|
$11.4M |
| 2 |
Wabtec
WAB
|
$9.48M |
| 3 |
Microsoft
MSFT
|
$8.96M |
| 4 |
Abbott
ABT
|
$6.48M |
| 5 |
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% |
