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
$5.51B
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$38.4M
2 +$35.5M
3 +$14.2M
4
BWIN
Baldwin Insurance Group
BWIN
+$7.38M
5
AMZN icon
Amazon
AMZN
+$6M

Top Sells

1 +$24.2M
2 +$21.1M
3 +$12.4M
4
FTRE icon
Fortrea Holdings
FTRE
+$7.4M
5
DIBS icon
1stdibs.com
DIBS
+$6.02M

Sector Composition

1 Financials 36.89%
2 Healthcare 14%
3 Communication Services 10.07%
4 Industrials 9.19%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRCA icon
176
Verrica Pharmaceuticals
VRCA
$87.5M
$99.7K ﹤0.01%
+12,000
SJT
177
San Juan Basin Royalty Trust
SJT
$241M
$87.6K ﹤0.01%
15,580
-900
BB icon
178
BlackBerry
BB
$2B
$68.8K ﹤0.01%
18,150
-10,500
RIG icon
179
Transocean
RIG
$7.14B
$44.2K ﹤0.01%
10,700
HPP
180
Hudson Pacific Properties
HPP
$393M
-7,143
MMM icon
181
3M
MMM
$87.1B
-1,385
NDSN icon
182
Nordson
NDSN
$16.3B
-2,000
NKE icon
183
Nike
NKE
$92.1B
-3,103
RYAN icon
184
Ryan Specialty Holdings
RYAN
$5.1B
-50,000
SENS icon
185
Senseonics Holdings Inc
SENS
$338M
-8,848
VCMP
186
DELISTED
VCAMPUS CORP
VCMP
-59,956