BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+3.92%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$2.97B
AUM Growth
+$110M
(+3.9%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
33.48%
Holding
247
New
12
Increased
24
Reduced
99
Closed
4
Top Buys
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$40.5M |
| 2 |
BlackBerry
BB
|
$18.3M |
| 3 |
Liberty Global Class A
LBTYA
|
$9.92M |
| 4 |
Armstrong World Industries
AWI
|
$3.56M |
| 5 |
Matador Resources
MTDR
|
$3.31M |
Top Sells
| 1 |
Fluor
FLR
|
$13.6M |
| 2 |
BLVDU
Boulevard Acquisition Corp. II
BLVDU
|
$10M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$9.17M |
| 4 |
Roper Technologies
ROP
|
$4.53M |
| 5 |
Brookfield
BN
|
$4.29M |
Sector Composition
| 1 | Financials | 30.61% |
| 2 | Healthcare | 16.22% |
| 3 | Industrials | 12.57% |
| 4 | Technology | 10.32% |
| 5 | Energy | 9.59% |
