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
$3.83B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$19.3M
3
+$11.8M
4
SCHW icon
Charles Schwab
SCHW
+$10.9M
5
WAT icon
Waters Corp
WAT
+$3.62M

Top Sells

1
+$15.4M
2
+$14.7M
3
+$9.18M
4
MDXG icon
MiMedx Group
MDXG
+$3.91M
5
MA icon
Mastercard
MA
+$3.52M

Sector Composition

1 Financials 38.94%
2 Technology 13.69%
3 Healthcare 13.2%
4 Industrials 7.46%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$210K 0.01%
2,512
-7,275
152
$210K 0.01%
994
153
$206K 0.01%
1,063
154
$177K ﹤0.01%
23,780
-15,400
155
$173K ﹤0.01%
3,000
156
$107K ﹤0.01%
10,699
157
$104K ﹤0.01%
238,233
158
$97.1K ﹤0.01%
14,685
-590,993
159
$70.1K ﹤0.01%
10,000
160
$35.7K ﹤0.01%
1,500
161
$13.3K ﹤0.01%
80,000
162
– –
-9,900
163
$0 ﹤0.01%
59,956
3 4 5 6
7