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
$5.24B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$11.6M
3 +$6.53M
4
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$4.88M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.51M

Top Sells

1 +$26.1M
2 +$23.1M
3 +$11.6M
4
APO icon
Apollo Global Management
APO
+$9.76M
5
CACC icon
Credit Acceptance
CACC
+$9.47M

Sector Composition

1 Financials 39.03%
2 Technology 12.47%
3 Healthcare 12.12%
4 Industrials 8.94%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RIG icon
176
Transocean
RIG
$4.82B
$27.7K ﹤0.01%
10,700
UP icon
177
Wheels Up
UP
$794M
$26.8K ﹤0.01%
+25,000
AMRN
178
Amarin Corp
AMRN
$312M
-1,100
BMY icon
179
Bristol-Myers Squibb
BMY
$116B
-3,500
BRK.A icon
180
Berkshire Hathaway Class A
BRK.A
$1.07T
-4
DFS
181
DELISTED
Discover Financial Services
DFS
-2,500
GEHC icon
182
GE HealthCare
GEHC
$38.9B
-2,553
VCMP
183
DELISTED
VCAMPUS CORP
VCMP
$0 ﹤0.01%
59,956