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
$5.01B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$35.5M
3
+$14.7M
4
RDNT icon
RadNet
RDNT
+$10.5M
5
CSGP icon
CoStar Group
CSGP
+$8.33M

Top Sells

1
+$151M
2
+$20.4M
3
+$13.5M
4
APO icon
Apollo Global Management
APO
+$11.1M
5
MSFT icon
Microsoft
MSFT
+$10.4M

Sector Composition

1 Financials 40.86%
2 Healthcare 12.35%
3 Technology 12.04%
4 Industrials 8.02%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$293K 0.01%
4,082
+510
152
$277K 0.01%
+1,760
153
$271K 0.01%
2,950
-500
154
$270K 0.01%
2,254
155
$263K 0.01%
5,853
156
$259K 0.01%
858
157
$243K ﹤0.01%
9,134
158
$240K ﹤0.01%
9,167
159
$238K ﹤0.01%
1,325
+100
160
$218K ﹤0.01%
+1,000
161
$213K ﹤0.01%
+3,500
162
$211K ﹤0.01%
4,091
163
$210K ﹤0.01%
3,303
+200
164
$206K ﹤0.01%
930
165
$206K ﹤0.01%
+2,553
166
$203K ﹤0.01%
+299
167
$150K ﹤0.01%
40,400
168
$148K ﹤0.01%
+50,000
169
$108K ﹤0.01%
28,650
170
$99.7K ﹤0.01%
7,598
+5
171
$92.9K ﹤0.01%
10,667
172
$91.1K ﹤0.01%
16,480
-3,000
173
$33.9K ﹤0.01%
10,700
174
$31K ﹤0.01%
7,000
175
$9.86K ﹤0.01%
1,100
4 5 6
7
8