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
$3.01B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$2.48M
3
+$2.1M
4
RDNT icon
RadNet
RDNT
+$1.62M
5
FISV
Fiserv Inc
FISV
+$1.34M

Top Sells

1
+$25.5M
2
+$15.9M
3
+$11.1M
4
ROP icon
Roper Technologies
ROP
+$7.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.07M

Sector Composition

1 Financials 34.95%
2 Healthcare 16.04%
3 Technology 14.36%
4 Industrials 9.82%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.01%
1,480
152
$288K 0.01%
3,000
153
$280K 0.01%
11,400
154
$270K 0.01%
2,824
-300
155
$270K 0.01%
7,236
156
$256K 0.01%
4,380
157
$256K 0.01%
6,425
-1,148
158
$253K 0.01%
+2,800
159
$245K 0.01%
2,093
160
$239K 0.01%
1,063
-46
161
$237K 0.01%
1,825
-140
162
$235K 0.01%
6,372
-6,612
163
$230K 0.01%
261,800
-31,400
164
$226K 0.01%
+4,000
165
$223K 0.01%
+1,355
166
$217K 0.01%
+11,567
167
$216K 0.01%
4,333
-220
168
$214K 0.01%
+8,850
169
$210K 0.01%
+4,192
170
$206K 0.01%
+3,016
171
$206K 0.01%
+876
172
$205K 0.01%
+1,391
173
$204K 0.01%
+6,273
174
$203K 0.01%
+6,390
175
$202K 0.01%
+1,279
4 5 6
7
8