BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
+10.37%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$3.4B
AUM Growth
+$3.4B
(+9.8%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
44.53%
Holding
177
New
5
Increased
27
Reduced
75
Closed
3
Top Buys
| 1 |
Zurn Elkay Water Solutions
ZWS
|
$29.4M |
| 2 |
Blue Owl Capital
OWL
|
$13.8M |
| 3 |
Sherwin-Williams
SHW
|
$6.52M |
| 4 |
Brookfield Asset Management
BAM
|
$5.69M |
| 5 |
RadNet
RDNT
|
$3.6M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
$10.7M |
| 2 |
CAE Inc
CAE
|
$10.3M |
| 3 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$7.93M |
| 4 |
Brookfield
BN
|
$7.25M |
| 5 |
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% |
