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
$3.4B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.8M
3
+$6.52M
4
BAM icon
Brookfield Asset Management
BAM
+$5.69M
5
RDNT icon
RadNet
RDNT
+$3.6M

Top Sells

1
+$10.7M
2
+$10.3M
3
+$7.93M
4
BN icon
Brookfield
BN
+$7.25M
5
KKR icon
KKR & Co
KKR
+$6.58M

Sector Composition

1 Financials 40.62%
2 Healthcare 14.42%
3 Technology 12.45%
4 Communication Services 6.82%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.01%
+2,500
152
$202K 0.01%
20,000
153
$202K 0.01%
+648
154
$138K ﹤0.01%
238,233
155
$119K ﹤0.01%
10,699
156
$105K ﹤0.01%
80,000
157
$82.5K ﹤0.01%
3,000
158
$52.9K ﹤0.01%
11,600
159
$40.2K ﹤0.01%
13,576
160
$36.3K ﹤0.01%
1,500
161
$6 ﹤0.01%
59,956
162
– –
-26,600
163
– –
-7,000
164
– –
-218,598
3 4 5 6
7