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BMO

Beck Mack & Oliver Portfolio holdings

AUM $4.85B
1-Year Est. Return 9.66%
This Fund
S&P 500
This Quarter Est. Return
-9.1%
1 Year Est. Return
+9.66%
3 Year Est. Return
+69.39%
5 Year Est. Return
+96.17%
10 Year Est. Return
+350.87%
AUM
$4.85B
AUM Growth
-$657M
Cap. Flow
-$32M
Cap. Flow %
-0.66%
Top 10 Hldgs %
45.97%
Holding
207
New
13
Increased
36
Reduced
77
Closed
12

Top Buys

1
SUNB
Sunbelt Rentals Holdings
SUNB
+$237M
2
AJG icon
Arthur J. Gallagher & Co
AJG
+$42.4M
3
CSGP icon
CoStar Group
CSGP
+$36.5M
4
ALC icon
Alcon
ALC
+$14.5M
5
BX icon
Blackstone
BX
+$14.3M

Top Sells

1
OWL icon
Blue Owl Capital
OWL
+$30.4M
2
ROP icon
Roper Technologies
ROP
+$25.1M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.5M
4
WBD icon
Warner Bros
WBD
+$18.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.1M

Sector Composition

1 Financials 34.74%
2 Industrials 15.1%
3 Healthcare 14.48%
4 Communication Services 9.61%
5 Consumer Discretionary 9.29%

No holdings matched the selected filter criteria.

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