BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
+8.44%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$3.15B
AUM Growth
+$171M
(+5.7%)
Cap. Flow
-$57.8M
Cap. Flow
% of AUM
-1.84%
Top 10 Holdings %
Top 10 Hldgs %
39.38%
Holding
234
New
3
Increased
16
Reduced
102
Closed
4
Top Buys
| 1 |
Teva Pharmaceuticals
TEVA
|
$64.5M |
| 2 |
Apollo Global Management
APO
|
$21.3M |
| 3 |
BlackBerry
BB
|
$8.72M |
| 4 |
Lumen
LUMN
|
$5.13M |
| 5 |
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
|
$1.87M |
Top Sells
| 1 |
Merck
MRK
|
$21.5M |
| 2 |
Jefferies Financial Group
JEF
|
$14.4M |
| 3 |
Baxter International
BAX
|
$13.8M |
| 4 |
Liberty Global Class A
LBTYA
|
$13.1M |
| 5 |
Abbott
ABT
|
$7.5M |
Sector Composition
| 1 | Financials | 29.01% |
| 2 | Healthcare | 16.47% |
| 3 | Technology | 12.09% |
| 4 | Communication Services | 10.94% |
| 5 | Energy | 10.35% |
