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BMO

Beck Mack & Oliver Portfolio holdings

AUM $4.85B
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$441M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$15M
3
+$7.94M
4
ESGR
Enstar Group
ESGR
+$3.2M
5
SCHW
Charles Schwab
SCHW
+$2.46M

Top Sells

1
+$10.8M
2
+$9.32M
3
+$8M
4
ABT icon
Abbott
ABT
+$6.41M
5
LUMN icon
Lumen
LUMN
+$6.25M

Sector Composition

1 Financials 34.33%
2 Healthcare 16.52%
3 Technology 15.69%
4 Communication Services 9.11%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K ﹤0.01%
840,663
-9,025
177
$8K ﹤0.01%
28,500
178
– –
-4,500
179
– –
-16,000
180
$0 ﹤0.01%
59,956
181
– –
-7,500
182
– –
-10,608
183
$0 ﹤0.01%
245,248
-3,900
184
– –
-52,621
4 5 6 7
8