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
$5.01B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$35.5M
3
+$14.7M
4
RDNT icon
RadNet
RDNT
+$10.5M
5
CSGP icon
CoStar Group
CSGP
+$8.33M

Top Sells

1
+$151M
2
+$20.4M
3
+$13.5M
4
APO icon
Apollo Global Management
APO
+$11.1M
5
MSFT icon
Microsoft
MSFT
+$10.4M

Sector Composition

1 Financials 40.86%
2 Healthcare 12.35%
3 Technology 12.04%
4 Industrials 8.02%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-12,500
177
– –
-43
178
– –
-7,775
179
– –
-8,150
180
– –
-10,000
181
– –
-500
182
– –
-10,000
183
– –
-2,160
184
$0 ﹤0.01%
59,956
4 5 6 7
8