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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
$3.99B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$28.8M
3
+$16.4M
4
OWL icon
Blue Owl Capital
OWL
+$13.3M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$11.3M

Top Sells

1
+$28.8M
2
+$12.5M
3
+$10M
4
MTDR icon
Matador Resources
MTDR
+$7.38M
5
LUMN icon
Lumen
LUMN
+$5.85M

Sector Composition

1 Financials 39.86%
2 Technology 14.72%
3 Healthcare 13.01%
4 Communication Services 8.68%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$53K ﹤0.01%
11,600
+1,600
177
$26K ﹤0.01%
13,576
178
$12K ﹤0.01%
33,500
179
– –
-4,000
180
– –
-988
181
– –
-2,242
182
– –
-1,090
183
– –
-14,319
184
– –
-1,331
185
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-1,600
186
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-5,200
187
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-5,505
188
– –
-20,000
189
– –
-3,408
190
– –
-1,140
191
– –
-4,855
192
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-1,950
193
– –
-47,888
194
– –
-36,809
195
$0 ﹤0.01%
219,348
196
$0 ﹤0.01%
59,956
4 5 6 7
8