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
$3.66B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$158M
3
+$135M
4
ROP icon
Roper Technologies
ROP
+$121M
5
DOV icon
Dover
DOV
+$117M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.73%
2 Healthcare 16.34%
3 Energy 12.96%
4 Industrials 10.14%
5 Technology 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$346K 0.01%
+3,873
202
$341K 0.01%
+11,113
203
$335K 0.01%
+8,941
204
$335K 0.01%
+8,300
205
$332K 0.01%
+3,919
206
$321K 0.01%
+26,738
207
$321K 0.01%
+28,000
208
$314K 0.01%
+6,385
209
$314K 0.01%
+8,992
210
$311K 0.01%
+4,550
211
$309K 0.01%
+11,628
212
$307K 0.01%
+3,600
213
$304K 0.01%
+3,511
214
$299K 0.01%
+7,758
215
$298K 0.01%
+7,800
216
$298K 0.01%
+3,000
217
$283K 0.01%
+6,511
218
$280K 0.01%
+308
219
$279K 0.01%
+9,000
220
$278K 0.01%
+7,400
221
$277K 0.01%
+2,870
222
$275K 0.01%
+8,400
223
$270K 0.01%
+5,488
224
$265K 0.01%
+15,400
225
$261K 0.01%
+12,000
7 8
9
10 11