BMO
Beck Mack & Oliver Portfolio holdings
AUM
$5.24B
1-Year Return
18.97%
This Quarter Return
-0.12%
1 Year Return
+18.97%
3 Year Return
+82.59%
5 Year Return
+169.99%
10 Year Return
+321.3%
AUM
$4.83B
AUM Growth
-$106M
(-2.1%)
Cap. Flow
-$44.9M
Cap. Flow
% of AUM
-0.93%
Top 10 Holdings %
Top 10 Hldgs %
48.55%
Holding
187
New
8
Increased
32
Reduced
83
Closed
8
Top Buys
| 1 |
Fortrea Holdings
FTRE
|
$27.3M |
| 2 |
Ferguson
FERG
|
$25.1M |
| 3 |
CoStar Group
CSGP
|
$10M |
| 4 |
Credit Acceptance
CACC
|
$9.4M |
| 5 |
Blue Owl Capital
OWL
|
$9.17M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$20.6M |
| 2 |
Microsoft
MSFT
|
$14.7M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$13.9M |
| 4 |
Qualcomm
QCOM
|
$11.2M |
| 5 |
Jefferies Financial Group
JEF
|
$10.9M |
Sector Composition
| 1 | Financials | 40.82% |
| 2 | Healthcare | 13.34% |
| 3 | Technology | 13.15% |
| 4 | Communication Services | 7.57% |
| 5 | Industrials | 7.48% |