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
$4.45B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.5M
3
+$10.4M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$6.59M
5
APD icon
Air Products & Chemicals
APD
+$5.14M

Top Sells

1
+$45.4M
2
+$15M
3
+$10.3M
4
AXS icon
AXIS Capital
AXS
+$5.91M
5
RNR icon
RenaissanceRe
RNR
+$5.85M

Sector Composition

1 Financials 23.98%
2 Energy 16.06%
3 Healthcare 14.41%
4 Technology 11.1%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$642K 0.01%
14,115
177
$639K 0.01%
16,665
+9,905
178
$636K 0.01%
7,873
179
$633K 0.01%
+5,486
180
$629K 0.01%
6,966
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181
$627K 0.01%
19,138
182
$625K 0.01%
5,500
183
$623K 0.01%
7,974
-410
184
$622K 0.01%
7,150
185
$608K 0.01%
18,203
+644
186
$590K 0.01%
12,275
187
$587K 0.01%
35,469
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188
$584K 0.01%
7,950
-150
189
$580K 0.01%
6,700
190
$575K 0.01%
3,400
-698
191
$569K 0.01%
17,600
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192
$549K 0.01%
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193
$537K 0.01%
24,455
194
$532K 0.01%
+26,000
195
$530K 0.01%
10,139
+243
196
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6,088
197
$526K 0.01%
8,520
198
$525K 0.01%
5,116
+1,955
199
$520K 0.01%
10,000
200
$514K 0.01%
8,758
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