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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
$2.72B
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$4M
3
+$2.84M
4
HELE icon
Helen of Troy
HELE
+$1.79M
5
PKE icon
Park Aerospace
PKE
+$901K

Top Sells

1
+$21.2M
2
+$15.9M
3
+$4.01M
4
BX icon
Blackstone
BX
+$3.51M
5
MTDR icon
Matador Resources
MTDR
+$2.45M

Sector Composition

1 Financials 33.15%
2 Healthcare 16.89%
3 Technology 15.07%
4 Communication Services 9.16%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-13,624
177
– –
-13,950
178
– –
-8,292
179
– –
-12,092
180
– –
-488
181
– –
-3,271
182
– –
-16,800
183
– –
-28,500
184
– –
-840,663
185
$0 ﹤0.01%
233,446
-11,802
186
– –
-13,100
187
$0 ﹤0.01%
59,956
4 5 6 7
8