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
$4.93B
AUM Growth
+$634M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$13.6M
3
+$12.9M
4
OWL icon
Blue Owl Capital
OWL
+$11.5M
5
CACC icon
Credit Acceptance
CACC
+$10.9M

Top Sells

1
+$7.6M
2
+$6.32M
3
+$3.36M
4
AAPL icon
Apple
AAPL
+$2.35M
5
JEF icon
Jefferies Financial Group
JEF
+$1.93M

Sector Composition

1 Financials 40.58%
2 Healthcare 13.65%
3 Technology 12.84%
4 Industrials 7.53%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.01%
473
152
$244K 0.01%
2,755
-666
153
$236K ﹤0.01%
+3,604
154
$236K ﹤0.01%
539
-93
155
$235K ﹤0.01%
2,500
156
$231K ﹤0.01%
1,120
157
$222K ﹤0.01%
500
158
$214K ﹤0.01%
77,650
-6,350
159
$210K ﹤0.01%
1,063
160
$208K ﹤0.01%
4,091
161
$202K ﹤0.01%
+4,834
162
$183K ﹤0.01%
236,397
-400
163
$178K ﹤0.01%
16,000
-566,941
164
$178K ﹤0.01%
3,000
165
$127K ﹤0.01%
10,667
166
$122K ﹤0.01%
22,980
167
$62.8K ﹤0.01%
10,000
168
$53.6K ﹤0.01%
+5,043
169
$35.8K ﹤0.01%
22,923
-189,400
170
$26.7K ﹤0.01%
1,500
171
– –
-830
172
– –
-4,576
173
– –
-34,000
174
$0 ﹤0.01%
59,956
175
– –
-3,463
3 4 5 6
7