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
$2.86B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.3M
3
+$14.3M
4
APO icon
Apollo Global Management
APO
+$5.84M
5
BX icon
Blackstone
BX
+$4.61M

Top Sells

1
+$39.9M
2
+$6.69M
3
+$6.65M
4
ESGR
Enstar Group
ESGR
+$5.57M
5
DVN icon
Devon Energy
DVN
+$5.05M

Sector Composition

1 Financials 28.89%
2 Healthcare 15.76%
3 Industrials 11.79%
4 Technology 10.12%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$347K 0.01%
3,000
177
$344K 0.01%
11,600
178
$343K 0.01%
28,000
179
$342K 0.01%
88,000
-30,500
180
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-184
181
$336K 0.01%
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182
$318K 0.01%
9,000
183
$312K 0.01%
23,691
184
$304K 0.01%
9,475
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185
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186
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3,924
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187
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3,000
188
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5,418
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189
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190
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215
191
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192
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193
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194
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195
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196
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197
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198
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-461
199
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200
$240K 0.01%
18,428
-26,700
6 7
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