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
$2.78B
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2M
3
+$1.81M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.19M
5
APO icon
Apollo Global Management
APO
+$780K

Top Sells

1
+$22M
2
+$8.45M
3
+$6.55M
4
ESGR
Enstar Group
ESGR
+$5.85M
5
LOW icon
Lowe's Companies
LOW
+$5.45M

Sector Composition

1 Financials 30.15%
2 Healthcare 15.18%
3 Industrials 12.03%
4 Energy 11.5%
5 Technology 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$279K 0.01%
2,760
177
$278K 0.01%
2,687
178
$275K 0.01%
3,152
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179
$272K 0.01%
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180
$251K 0.01%
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-400
181
$250K 0.01%
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182
$246K 0.01%
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183
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184
$245K 0.01%
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185
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+2,000
186
$231K 0.01%
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187
$231K 0.01%
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188
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16,800
-8,891
189
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190
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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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198
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199
$203K 0.01%
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200
$202K 0.01%
1,251
5 6 7
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