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
$3.04B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.5M
3
+$17.3M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.51M

Top Sells

1
+$12.2M
2
+$11.4M
3
+$10.7M
4
ROP icon
Roper Technologies
ROP
+$4.76M
5
ABT icon
Abbott
ABT
+$4.38M

Sector Composition

1 Financials 30.21%
2 Healthcare 15.65%
3 Industrials 11.98%
4 Energy 11.21%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$272K 0.01%
8,976
177
$271K 0.01%
1,981
+60
178
$270K 0.01%
2,000
179
$267K 0.01%
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180
$266K 0.01%
5,444
-800
181
$262K 0.01%
28,000
182
$262K 0.01%
2,400
183
$261K 0.01%
6,412
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184
$253K 0.01%
215
185
$249K 0.01%
6,955
-400
186
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12,250
187
$245K 0.01%
4,200
188
$244K 0.01%
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189
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3,135
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190
$243K 0.01%
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191
$242K 0.01%
2,238
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192
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193
$236K 0.01%
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194
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4,440
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195
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196
$230K 0.01%
6,377
197
$228K 0.01%
2,660
198
$227K 0.01%
+1,609
199
$223K 0.01%
5,098
200
$223K 0.01%
7,839
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