BMO

Beck Mack & Oliver Portfolio holdings

AUM $5.24B
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.4B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$40.9M
2 +$10M
3 +$6.59M
4
MTDR icon
Matador Resources
MTDR
+$5.16M
5
ROP icon
Roper Technologies
ROP
+$2.94M

Top Sells

1 +$36.1M
2 +$19.2M
3 +$9.04M
4
ESGR
Enstar Group
ESGR
+$8.63M
5
SHW icon
Sherwin-Williams
SHW
+$8.13M

Sector Composition

1 Financials 43.35%
2 Healthcare 13.58%
3 Technology 11.42%
4 Industrials 7.55%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,063
177
-2,713
178
-5,026
179
-2,553
180
-22,923
181
-1,100
182
$0 ﹤0.01%
59,956