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
$3.66B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$158M
3
+$135M
4
ROP icon
Roper Technologies
ROP
+$121M
5
DOV icon
Dover
DOV
+$117M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.73%
2 Healthcare 16.34%
3 Energy 12.96%
4 Industrials 10.14%
5 Technology 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$520K 0.01%
+6,400
177
$516K 0.01%
+5,000
178
$515K 0.01%
+10,592
179
$514K 0.01%
+8,520
180
$514K 0.01%
+6,650
181
$503K 0.01%
+42,800
182
$497K 0.01%
+8,934
183
$444K 0.01%
+7,195
184
$443K 0.01%
+11,542
185
$435K 0.01%
+13,600
186
$424K 0.01%
+7,873
187
$423K 0.01%
+7,360
188
$420K 0.01%
+76,800
189
$417K 0.01%
+6,700
190
$413K 0.01%
+8,592
191
$403K 0.01%
+6,088
192
$371K 0.01%
+7,290
193
$370K 0.01%
+497,540
194
$361K 0.01%
+11,400
195
$356K 0.01%
+6,700
196
$354K 0.01%
+4,200
197
$353K 0.01%
+8,934
198
$350K 0.01%
+18,463
199
$348K 0.01%
+24,455
200
$347K 0.01%
+6,700
6 7
8
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