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BMO

Beck Mack & Oliver Portfolio holdings

AUM $4.85B
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.33B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$18.2M
3
+$14.8M
4
RDNT icon
RadNet
RDNT
+$6.51M
5
FERG icon
Ferguson
FERG
+$3.93M

Top Sells

1
+$53.2M
2
+$41.7M
3
+$5.85M
4
LUMN icon
Lumen
LUMN
+$3.43M
5
BX icon
Blackstone
BX
+$2.81M

Sector Composition

1 Financials 38.51%
2 Healthcare 14.16%
3 Technology 13.62%
4 Communication Services 9.32%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$229K 0.01%
1,301
-40
152
$218K 0.01%
1,594
-809
153
$204K 0.01%
4,905
154
$152K ﹤0.01%
11,771
-5,000
155
$140K ﹤0.01%
20,000
156
$137K ﹤0.01%
238,233
-3,200
157
$112K ﹤0.01%
10,699
158
$58K ﹤0.01%
3,000
+2,000
159
$45K ﹤0.01%
1,500
+200
160
$39K ﹤0.01%
11,600
161
$24K ﹤0.01%
13,576
162
– –
-7,000
163
– –
-11,900
164
– –
-4,660
165
$0 ﹤0.01%
59,956
166
– –
-8,000
167
– –
-6,502
168
– –
-1,095
169
$0 ﹤0.01%
218,998
-350
170
– –
-33,500
171
– –
-4,200
172
– –
-889
173
– –
-4,508
174
– –
-2,600
175
– –
-1,170
4 5 6
7
8