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
$2.83B
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.8M
3
+$6.63M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$6.21M
5
LILA icon
Liberty Latin America Class A
LILA
+$3.42M

Top Sells

1
+$12.9M
2
+$12.5M
3
+$10.3M
4
USB icon
US Bancorp
USB
+$9.35M
5
LOW icon
Lowe's Companies
LOW
+$8.38M

Sector Composition

1 Financials 27.56%
2 Healthcare 16.94%
3 Industrials 11.96%
4 Energy 10.61%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$381K 0.01%
2,700
-22
177
$370K 0.01%
6,190
178
$350K 0.01%
5,008
179
$348K 0.01%
5,804
180
$345K 0.01%
25,691
+2,000
181
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3,000
182
$339K 0.01%
3,000
183
$313K 0.01%
5,000
184
$312K 0.01%
89,800
+1,800
185
$311K 0.01%
28,000
186
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9,000
187
$301K 0.01%
10,300
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188
$301K 0.01%
2,787
189
$300K 0.01%
6,250
+500
190
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+2,525
191
$294K 0.01%
5,418
192
$293K 0.01%
9,475
193
$289K 0.01%
9,659
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194
$289K 0.01%
3,926
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195
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3,229
196
$260K 0.01%
215
197
$255K 0.01%
18,428
198
$244K 0.01%
4,200
199
$240K 0.01%
4,600
200
$240K 0.01%
28,000
6 7
8
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