BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
+12.84%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$3.76B
AUM Growth
+$3.76B
(+16%)
Cap. Flow
+$172M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
42.47%
Holding
208
New
19
Increased
87
Reduced
51
Closed
3
Top Buys
| 1 |
Arthur J. Gallagher & Co
AJG
|
$69.3M |
| 2 |
Sherwin-Williams
SHW
|
$49.6M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$9.83M |
| 4 |
Microsoft
MSFT
|
$9.18M |
| 5 |
Apollo Global Management
APO
|
$7.14M |
Top Sells
| 1 |
Grifois
GRFS
|
$16M |
| 2 |
Blackstone
BX
|
$11.7M |
| 3 |
BlackBerry
BB
|
$11.1M |
| 4 |
Matador Resources
MTDR
|
$6.58M |
| 5 |
Jefferies Financial Group
JEF
|
$4.78M |
Sector Composition
| 1 | Financials | 37.08% |
| 2 | Healthcare | 14.95% |
| 3 | Technology | 13.33% |
| 4 | Communication Services | 9.53% |
| 5 | Industrials | 9.08% |
