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
$2.93B
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$10.6M
3
+$7.39M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.82M
5
PJT icon
PJT Partners
PJT
+$1.63M

Top Sells

1
+$30.9M
2
+$28.9M
3
+$23.3M
4
IBM icon
IBM
IBM
+$23.3M
5
ESGR
Enstar Group
ESGR
+$22.1M

Sector Composition

1 Financials 29.14%
2 Healthcare 15.63%
3 Industrials 10.9%
4 Technology 10.26%
5 Energy 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$398K 0.01%
15,120
177
$397K 0.01%
+9,500
178
$392K 0.01%
11,600
-14,040
179
$374K 0.01%
20,300
180
$368K 0.01%
3,632
-256
181
$367K 0.01%
23,181
-65,145
182
$365K 0.01%
10,300
-2,124
183
$362K 0.01%
11,000
-60,000
184
$358K 0.01%
30,250
-36,361
185
$322K 0.01%
5,192
186
$322K 0.01%
+6,190
187
$320K 0.01%
2,722
-100
188
$315K 0.01%
9,000
189
$307K 0.01%
3,000
190
$303K 0.01%
4,840
191
$302K 0.01%
23,691
-6,900
192
$301K 0.01%
5,804
-1,466
193
$299K 0.01%
12,520
+2,292
194
$299K 0.01%
11,324
-4,369
195
$298K 0.01%
8,934
-640
196
$294K 0.01%
+4,043
197
$287K 0.01%
27,205
-707,175
198
$286K 0.01%
20,757
+82
199
$286K 0.01%
28,000
-2,000
200
$284K 0.01%
215
6 7
8
9 10