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
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.5M
3
+$12.1M
4
CACC icon
Credit Acceptance
CACC
+$3.89M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.63M

Top Sells

1
+$25.7M
2
+$18M
3
+$17.3M
4
COP icon
ConocoPhillips
COP
+$14.2M
5
ROP icon
Roper Technologies
ROP
+$2.31M

Sector Composition

1 Financials 30.47%
2 Healthcare 15.48%
3 Industrials 12.24%
4 Energy 11.25%
5 Technology 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$285K 0.01%
4,600
177
$270K 0.01%
3,450
178
$269K 0.01%
8,924
-38
179
$269K 0.01%
2,760
180
$260K 0.01%
3,229
181
$260K 0.01%
267
-22
182
$257K 0.01%
3,500
183
$253K 0.01%
4,798
184
$252K 0.01%
8,976
185
$250K 0.01%
9,475
186
$240K 0.01%
2,000
187
$239K 0.01%
28,000
188
$238K 0.01%
4,047
189
$233K 0.01%
1,921
190
$233K 0.01%
8,450
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191
$232K 0.01%
16,800
192
$227K 0.01%
1,237
193
$227K 0.01%
2,560
194
$224K 0.01%
1,251
195
$222K 0.01%
+4,550
196
$221K 0.01%
+1,657
197
$219K 0.01%
12,250
198
$215K 0.01%
+2,500
199
$215K 0.01%
+4,500
200
$212K 0.01%
+6,377
5 6 7
8
9