BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
This Quarter Return
+10.76%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$4.93B
AUM Growth
+$4.93B
(+15%)
Cap. Flow
+$221M
Cap. Flow
% of AUM
4.48%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
190
New
7
Increased
54
Reduced
58
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
$18.8M |
| 2 |
Arthur J. Gallagher & Co
AJG
|
$13.6M |
| 3 |
Rush Enterprises Class A
RUSHA
|
$12.9M |
| 4 |
Blue Owl Capital
OWL
|
$11.5M |
| 5 |
Credit Acceptance
CACC
|
$10.9M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
$7.6M |
| 2 |
TCN
Tricon Residential Inc.
TCN
|
$6.32M |
| 3 |
Sherwin-Williams
SHW
|
$3.36M |
| 4 |
Apple
AAPL
|
$2.35M |
| 5 |
Jefferies Financial Group
JEF
|
$1.93M |
Sector Composition
| 1 | Financials | 40.58% |
| 2 | Healthcare | 13.64% |
| 3 | Technology | 12.84% |
| 4 | Industrials | 7.53% |
| 5 | Communication Services | 6.71% |
