BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.51B
1-Year Est. Return 16.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.24B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$10.7M
3
+$5.89M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$4.59M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.58M

Top Sells

1
+$26.9M
2
+$20.2M
3
+$11.6M
4
CACC icon
Credit Acceptance
CACC
+$9.13M
5
APO icon
Apollo Global Management
APO
+$9.12M

Sector Composition

1 Financials 39.03%
2 Technology 12.47%
3 Healthcare 12.12%
4 Industrials 8.94%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$313K 0.01%
7,658
-1,200
152
$295K 0.01%
3,682
-400
153
$293K 0.01%
2,232
-22
154
$280K 0.01%
5,854
+1
155
$277K 0.01%
888
-1,228
156
$271K 0.01%
2,950
157
$268K 0.01%
299
158
$261K 0.01%
1,760
159
$257K ﹤0.01%
9,167
160
$254K ﹤0.01%
1,225
-100
161
$253K ﹤0.01%
9,134
162
$249K ﹤0.01%
+43
163
$249K ﹤0.01%
858
164
$223K ﹤0.01%
4,091
165
$221K ﹤0.01%
1,000
166
$220K ﹤0.01%
3,103
-200
167
$220K ﹤0.01%
930
168
$206K ﹤0.01%
+2,267
169
$148K ﹤0.01%
40,400
170
$137K ﹤0.01%
7,143
171
$131K ﹤0.01%
28,650
172
$98.5K ﹤0.01%
16,480
173
$95.3K ﹤0.01%
10,667
174
$84.3K ﹤0.01%
8,848
+1,250
175
$37.1K ﹤0.01%
7,000
4 5 6
7
8