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
$2.85B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.66M
3
+$5.2M
4
EPD icon
Enterprise Products Partners
EPD
+$3.55M
5
WAB icon
Wabtec
WAB
+$2.73M

Top Sells

1
+$22.1M
2
+$10.4M
3
+$6.5M
4
ABT icon
Abbott
ABT
+$3.53M
5
BX icon
Blackstone
BX
+$3.28M

Sector Composition

1 Financials 30.91%
2 Healthcare 16.7%
3 Technology 13.21%
4 Industrials 9.38%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$245K 0.01%
8,976
177
$242K 0.01%
29,250
178
$233K 0.01%
4,000
179
$233K 0.01%
3,000
180
$232K 0.01%
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181
$232K 0.01%
1,480
182
$231K 0.01%
1,250
183
$230K 0.01%
4,200
184
$227K 0.01%
1,109
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185
$226K 0.01%
4,440
186
$217K 0.01%
+1,125
187
$213K 0.01%
16,800
188
$210K 0.01%
+4,200
189
$209K 0.01%
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190
$203K 0.01%
1,505
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191
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192
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9,000
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193
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194
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195
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+294,529
196
$142K 0.01%
26,400
+1,200
197
$129K ﹤0.01%
215
198
$128K ﹤0.01%
49,688
+1,000
199
$116K ﹤0.01%
1,000
200
$66K ﹤0.01%
10,900
5 6 7
8
9