BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
+13.12%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$4.3B
AUM Growth
+$4.3B
(+13%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
47.06%
Holding
186
New
16
Increased
27
Reduced
82
Closed
3
Top Buys
| 1 |
Rush Enterprises Class A
RUSHA
|
$6.81M |
| 2 |
Ferguson
FERG
|
$4.05M |
| 3 |
Blue Owl Capital
OWL
|
$3.68M |
| 4 |
Fortrea Holdings
FTRE
|
$3.43M |
| 5 |
Charles Schwab
SCHW
|
$3.29M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$8.9M |
| 2 |
Advanced Drainage Systems
WMS
|
$8.39M |
| 3 |
Teva Pharmaceuticals
TEVA
|
$7.78M |
| 4 |
Microsoft
MSFT
|
$5.43M |
| 5 |
ESGR
Enstar Group
ESGR
|
$3.33M |
Sector Composition
| 1 | Financials | 40.69% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 12.87% |
| 4 | Communication Services | 7.37% |
| 5 | Industrials | 7.32% |
