BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
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 +$24M
2 +$14.8M
3 +$7.81M
4
ESGR
Enstar Group
ESGR
+$3.32M
5
SCHW icon
Charles Schwab
SCHW
+$2.32M

Top Sells

1 +$11.4M
2 +$9.48M
3 +$8.96M
4
ABT icon
Abbott
ABT
+$6.48M
5
LUMN icon
Lumen
LUMN
+$6.27M

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
-7,500
180
-10,608
181
-52,621
182
$0 ﹤0.01%
245,248
-3,900
183
-16,000
184
$0 ﹤0.01%
59,956