BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.51B
1-Year Est. Return 16.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.02%
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
+$43.1M
2
+$18.2M
3
+$14.8M
4
RDNT icon
RadNet
RDNT
+$6.51M
5
FERG icon
Ferguson
FERG
+$3.93M

Top Sells

1
+$53.2M
2
+$41.7M
3
+$5.85M
4
LUMN icon
Lumen
LUMN
+$3.43M
5
BX icon
Blackstone
BX
+$2.81M

Sector Composition

1 Financials 38.51%
2 Healthcare 14.16%
3 Technology 13.62%
4 Communication Services 9.32%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,344
177
– –
-600
178
– –
-6,273
179
– –
-6,390
180
– –
-1,669,455
181
$0 ﹤0.01%
218,998
-350
182
– –
-33,500
183
$0 ﹤0.01%
59,956
184
– –
-2,800
4 5 6 7
8