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
$3.99B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$25.4M
3
+$16.8M
4
OWL icon
Blue Owl Capital
OWL
+$13.3M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$12.3M

Top Sells

1
+$28.8M
2
+$11.3M
3
+$9.32M
4
MTDR icon
Matador Resources
MTDR
+$8.28M
5
LUMN icon
Lumen
LUMN
+$5.76M

Sector Composition

1 Financials 39.86%
2 Technology 14.72%
3 Healthcare 13.01%
4 Communication Services 8.53%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.01%
6,425
152
$286K 0.01%
2,600
153
$285K 0.01%
1,341
-100
154
$283K 0.01%
3,900
155
$282K 0.01%
5,405
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156
$274K 0.01%
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157
$272K 0.01%
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158
$267K 0.01%
889
159
$267K 0.01%
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160
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1,170
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161
$230K 0.01%
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162
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6,273
163
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4,905
164
$223K 0.01%
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165
$222K 0.01%
6,344
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166
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2,500
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167
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600
168
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169
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170
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171
$154K ﹤0.01%
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172
$116K ﹤0.01%
10,699
173
$100K ﹤0.01%
2,537
+3
174
$86K ﹤0.01%
1,300
175
$81K ﹤0.01%
1,000
4 5 6
7
8