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
$3.33B
AUM Growth
-$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.2M
3
+$12.4M
4
RDNT icon
RadNet
RDNT
+$5.78M
5
FERG icon
Ferguson
FERG
+$3.6M

Top Sells

1
+$51.7M
2
+$41.7M
3
+$5.12M
4
LUMN icon
Lumen
LUMN
+$3.33M
5
BX icon
Blackstone
BX
+$2.37M

Sector Composition

1 Financials 38.51%
2 Healthcare 14.16%
3 Technology 13.62%
4 Communication Services 9.18%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-600
177
– –
-2,537
178
– –
-4,091
179
– –
-6,273
180
– –
-6,390
181
– –
-1,669,455
182
$0 ﹤0.01%
59,956
183
$0 ﹤0.01%
218,998
-350
184
– –
-33,500
4 5 6 7
8