BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.5B
1-Year Est. Return
20.97%
1 Year Est. Return
+20.97%
AUM
$5.5B
AUM Growth
+$260M
(+5%)
Holding
197
Top Buys
| 1 | +$43.7M | |
| 2 | +$10.1M | |
| 3 | +$2.91M | |
| 4 |
Ryan Specialty Holdings
RYAN
|
+$2.82M |
| 5 |
Abbott
ABT
|
+$2.38M |
Top Sells
| 1 | +$109M | |
| 2 | +$37.4M | |
| 3 | +$19.4M | |
| 4 |
Credit Acceptance
CACC
|
+$18.3M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$14.8M |
Sector Composition
| 1 | Financials | 36.71% |
| 2 | Healthcare | 13.78% |
| 3 | Technology | 9.34% |
| 4 | Industrials | 9.28% |
| 5 | Communication Services | 8.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HES
176
DELISTED
Hess
HES
| – | – |
-9,000
|
|
||
177
American Tower
AMT
$83.1B
| – | – |
-1,000
|
|
||
178
Colgate-Palmolive
CL
$68.2B
| – | – |
-2,267
|
|
||
|
ESGR
179
DELISTED
Enstar Group
ESGR
| – | – |
-57,696
|
|
||
180
Novartis
NVS
$280B
| – | – |
-3,800
|
|
||
181
UnitedHealth
UNH
$303B
| – | – |
-888
|
|
||
182
Wheels Up
UP
$794M
| – | – |
-25,000
|
|
||
183
Verrica Pharmaceuticals
VRCA
$127M
| – | – |
-7,000
|
|
||
|
DT
184
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
| – | – |
-9,497
|
|
||
|
VCMP
185
DELISTED
VCAMPUS CORP
VCMP
| $0 | ﹤0.01% |
59,956
|
|